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Clearstead Advisors’s Jefferies Financial Group JEF Stock Holding History

Clearstead Advisors’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 		$889K Sell
17,784
-1,637
-8% -$84.4K 0.01% 578
2026
Q1 		$802K Sell
19,421
-352
-2% -$18.3K 0.01% 591
2025
Q4 		$1.23M Buy
19,773
+19,447
+5,965% +$1.11M 0.02% 422
2025
Q3 		$21.3K Sell
326
-11
-3% -$671 ﹤0.01% 1618
2025
Q2 		$18.4K Buy
+337
New +$16.7K ﹤0.01% 1657
2025
Q1 		– Sell
-19
Closed -$1.49K – 2261
2024
Q4 		$1.49K Sell
19
-87
-82% -$6.26K ﹤0.01% 1881
2024
Q3 		$6.5K Buy
106
+11
+12% +$624 ﹤0.01% 1672
2024
Q2 		$4.73K Buy
+95
New +$4.26K ﹤0.01% 1692
2021
Q3 		– Sell
-7,762
Closed -$254K – 1338
2021
Q2 		$254K Hold
7,762
– – 0.02% 316
2021
Q1 		$223K Hold
7,762
– – 0.02% 318
2020
Q4 		$183K Hold
7,762
– – 0.02% 332
2020
Q3 		$134K Sell
7,762
-3,269
-30% -$53.5K 0.01% 327
2020
Q2 		$164K Buy
11,031
+2,092
+23% +$28K 0.02% 299
2020
Q1 		$117K Buy
+8,939
New +$171K 0.02% 308

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

Clearstead Advisors's JEF Position: Q2 2026 in Review

Clearstead Advisors reduced its Jefferies Financial Group (JEF) stake by 8.4% in Q2 2026, selling an estimated $84.4K and leaving 17,784 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #578.

Clearstead Advisors first reported a position in JEF in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Clearstead Advisors held 17,784 shares of Jefferies Financial Group worth $889K as of Q2 2026.
  • Clearstead Advisors sold 1,637 Jefferies Financial Group shares in Q2 2026, an estimated $84.4K.
  • Jefferies Financial Group made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #578 holding.
  • Clearstead Advisors first reported a position in Jefferies Financial Group in Q1 2020 and has held it in 14 quarters since.
  • Clearstead Advisors's Jefferies Financial Group position peaked at $1.23M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.