CTA
JEF icon

Colonial Trust Advisors’s Jefferies Financial Group JEF Stock Holding History

Colonial Trust 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 		$1K Hold
20
– – ﹤0.01% 755
2026
Q1 		$825 Hold
20
– – ﹤0.01% 688
2025
Q4 		$1.24K Hold
20
– – ﹤0.01% 652
2025
Q3 		$1.31K Hold
20
– – ﹤0.01% 632
2025
Q2 		$1.09K Hold
20
– – ﹤0.01% 651
2025
Q1 		$1.07K Hold
20
– – ﹤0.01% 638
2024
Q4 		$1.57K Hold
20
– – ﹤0.01% 626
2024
Q3 		$1.23K Hold
20
– – ﹤0.01% 704
2024
Q2 		$995 Hold
20
– – ﹤0.01% 701
2024
Q1 		$882 Buy
+20
New +$833 ﹤0.01% 867

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

Colonial Trust Advisors's JEF Position: Q2 2026 in Review

Colonial Trust Advisors held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Colonial Trust Advisors first reported a position in JEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Colonial Trust Advisors held 20 shares of Jefferies Financial Group worth $1K as of Q2 2026.
  • Colonial Trust Advisors left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #755 holding.
  • Colonial Trust Advisors first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 10 quarters since.
  • Colonial Trust Advisors's Jefferies Financial Group position peaked at $1.57K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.