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Checchi Capital Advisers’s Jefferies Financial Group JEF Stock Holding History

Checchi Capital 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 		$239K Buy
+4,785
New +$247K 0.01% 543
2026
Q1 		– Sell
-4,631
Closed -$287K – 613
2025
Q4 		$287K Buy
4,631
+101
+2% +$5.79K 0.01% 445
2025
Q3 		$296K Sell
4,530
-34
-0.7% -$2.07K 0.02% 438
2025
Q2 		$250K Sell
4,564
-525
-10% -$26K 0.01% 501
2025
Q1 		$273K Hold
5,089
– – 0.01% 482
2024
Q4 		$399K Sell
5,089
-1,617
-24% -$116K 0.02% 372
2024
Q3 		$413K Hold
6,706
– – 0.02% 372
2024
Q2 		$334K Sell
6,706
-43
-0.6% -$1.93K 0.02% 406
2024
Q1 		$298K Hold
6,749
– – 0.02% 447
2023
Q4 		$273K Buy
6,749
+164
+2% +$5.8K 0.02% 452
2023
Q3 		$241K Hold
6,585
– – 0.02% 458
2023
Q2 		$218K Sell
6,585
-65
-1% -$2.03K 0.02% 519
2023
Q1 		$211K Buy
6,650
+84
+1% +$3.04K 0.02% 519
2022
Q4 		$215K Buy
+6,566
New +$218K 0.02% 499
2022
Q3 		– Sell
-6,522
Closed -$203K – 571
2022
Q2 		$203K Buy
6,522
+64
+1% +$1.89K 0.02% 552
2022
Q1 		$203K Buy
6,458
+497
+8% +$16.9K 0.02% 516
2021
Q4 		$221K Hold
5,961
– – 0.02% 474
2021
Q3 		$212K Buy
+5,961
New +$199K 0.02% 469
2016
Q3 		– Sell
-3,987
Closed -$62K – 806
2016
Q2 		$62K Sell
3,987
-199
-5% -$3.04K 0.01% 752
2016
Q1 		$61K Buy
+4,186
New +$58.9K 0.01% 765

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Checchi Capital Advisers's JEF Position: Q2 2026 in Review

Checchi Capital Advisers opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,785 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Checchi Capital Advisers previously reported a position in JEF as recently as Q4 2025.

Checchi Capital Advisers first reported a position in JEF in Q1 2016 and has held it in 20 quarters since. The position peaked at $413K in Q3 2024. 282 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Checchi Capital Advisers held 4,785 shares of Jefferies Financial Group worth $239K as of Q2 2026.
  • Jefferies Financial Group was a new Checchi Capital Advisers position in Q2 2026.
  • Jefferies Financial Group made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #543 holding.
  • Checchi Capital Advisers first reported a position in Jefferies Financial Group in Q1 2016 and has held it in 20 quarters since.
  • Checchi Capital Advisers's Jefferies Financial Group position peaked at $413K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.