Cetera Investment Advisers
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Cetera Investment Advisers’s Jefferies Financial Group JEF Stock Holding History

Cetera Investment Advisers’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 		$3.09M Sell
61,741
-1,347
-2% -$69.4K ﹤0.01% 2019
2026
Q1 		$2.6M Buy
63,088
+10,528
+20% +$546K ﹤0.01% 2040
2025
Q4 		$3.26M Buy
52,560
+7,919
+18% +$454K ﹤0.01% 1789
2025
Q3 		$2.92M Buy
44,641
+14,991
+51% +$914K ﹤0.01% 1850
2025
Q2 		$1.62M Sell
29,650
-323
-1% -$16K ﹤0.01% 2006
2025
Q1 		$1.61M Sell
29,973
-2,749
-8% -$187K ﹤0.01% 1908
2024
Q4 		$2.57M Buy
32,722
+14,809
+83% +$1.07M 0.01% 1471
2024
Q3 		$1.1M Sell
17,913
-71
-0.4% -$4.03K ﹤0.01% 2054
2024
Q2 		$895K Buy
17,984
+1,606
+10% +$72.1K ﹤0.01% 2159
2024
Q1 		$722K Buy
+16,378
New +$682K ﹤0.01% 2329
2023
Q4 		– Sell
-6,238
Closed -$228K – 2292
2023
Q3 		$228K Sell
6,238
-5,742
-48% -$206K ﹤0.01% 1898
2023
Q2 		$397K Sell
11,980
-3,900
-25% -$122K ﹤0.01% 1579
2023
Q1 		$504K Sell
15,880
-18,687
-54% -$675K ﹤0.01% 1425
2022
Q4 		$1.13M Buy
34,567
+21,174
+158% +$704K 0.01% 941
2022
Q3 		$378K Buy
13,393
+3,818
+40% +$116K 0.01% 1134
2022
Q2 		$253K Buy
9,575
+1,037
+12% +$30.7K ﹤0.01% 1535
2022
Q1 		$268K Buy
8,538
+3,007
+54% +$102K ﹤0.01% 1544
2021
Q4 		$205K Buy
+5,531
New +$213K ﹤0.01% 1723

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers's JEF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Jefferies Financial Group (JEF) stake by 2.1% in Q2 2026, selling an estimated $69.4K and leaving 61,741 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Cetera Investment Advisers first reported a position in JEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.26M in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Cetera Investment Advisers held 61,741 shares of Jefferies Financial Group worth $3.09M as of Q2 2026.
  • Cetera Investment Advisers sold 1,347 Jefferies Financial Group shares in Q2 2026, an estimated $69.4K.
  • Jefferies Financial Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2019 holding.
  • Cetera Investment Advisers first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Jefferies Financial Group position peaked at $3.26M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.