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Capstone Wealth Management (Alabama)’s Jefferies Financial Group JEF Stock Holding History

Capstone Wealth Management (Alabama)’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
+4,182
New +$216K 0.1% 176

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s JEF Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,182 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #176 among its holdings.

192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 4,182 shares of Jefferies Financial Group worth $209K as of Q2 2026.
  • Jefferies Financial Group was a new Capstone Wealth Management (Alabama) position in Q2 2026.
  • Jefferies Financial Group made up 0.1% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #176 holding.
  • 192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.