COMPASS FINANCIAL MANAGEMENT LLC’s Jefferies Financial Group JEF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$5.59K	Buy	+100	New	+$5.16K	﹤0.01%	1164

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JEF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 100 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 100 shares of Jefferies Financial Group worth $5.59K as of Q2 2026.
Jefferies Financial Group was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1164 holding.
409 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.