Commonwealth Equity Services
JEF icon

Commonwealth Equity Services’s Jefferies Financial Group JEF Stock Holding History

Commonwealth Equity Services’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 		$840K Sell
16,800
-3,715
-18% -$192K ﹤0.01% 2850
2026
Q1 		$847K Sell
20,515
-20,630
-50% -$1.07M ﹤0.01% 2741
2025
Q4 		$2.55M Buy
41,145
+5,879
+17% +$337K ﹤0.01% 1792
2025
Q3 		$2.31M Sell
35,266
-20,792
-37% -$1.27M ﹤0.01% 1888
2025
Q2 		$3.07M Buy
56,058
+8,894
+19% +$440K ﹤0.01% 1680
2025
Q1 		$2.53M Buy
47,164
+603
+1% +$40.9K ﹤0.01% 1750
2024
Q4 		$3.65M Sell
46,561
-265
-0.6% -$19.1K 0.01% 1443
2024
Q3 		$2.88M Buy
46,826
+4,112
+10% +$233K ﹤0.01% 1588
2024
Q2 		$2.13M Buy
42,714
+816
+2% +$36.6K ﹤0.01% 1754
2024
Q1 		$1.85M Buy
41,898
+7,988
+24% +$333K ﹤0.01% 1837
2023
Q4 		$1.37M Buy
33,910
+581
+2% +$20.6K ﹤0.01% 1951
2023
Q3 		$1.22M Sell
33,329
-2,692
-7% -$96.4K ﹤0.01% 1934
2023
Q2 		$1.2M Sell
36,021
-888
-2% -$27.7K ﹤0.01% 1967
2023
Q1 		$1.17K Buy
36,909
+5,300
+17% +$191K ﹤0.01% 1935
2022
Q4 		$1.03M Sell
31,609
-2,756
-8% -$91.6K ﹤0.01% 1939
2022
Q3 		$969K Buy
34,365
+182
+0.5% +$5.51K ﹤0.01% 1912
2022
Q2 		$902K Sell
34,183
-1,974
-5% -$58.4K ﹤0.01% 1976
2022
Q1 		$1.14M Buy
36,157
+771
+2% +$26.2K ﹤0.01% 1896
2021
Q4 		$1.31M Buy
35,386
+159
+0.5% +$6.12K ﹤0.01% 1801
2021
Q3 		$1.25M Buy
35,227
+1,725
+5% +$57.7K ﹤0.01% 1756
2021
Q2 		$1.09M Buy
33,502
+5,045
+18% +$154K ﹤0.01% 1848
2021
Q1 		$818K Sell
28,457
-1,040
-4% -$28.4K ﹤0.01% 1947
2020
Q4 		$693K Sell
29,497
-245
-0.8% -$5.14K ﹤0.01% 1896
2020
Q3 		$511K Buy
29,742
+429
+1% +$7.02K ﹤0.01% 1947
2020
Q2 		$435K Sell
29,313
-10,385
-26% -$139K ﹤0.01% 1988
2020
Q1 		$518K Buy
39,698
+808
+2% +$15.4K ﹤0.01% 1670
2019
Q4 		$794K Sell
38,890
-3,452
-8% -$65.3K ﹤0.01% 1581
2019
Q3 		$744K Buy
42,342
+28,958
+216% +$516K ﹤0.01% 1546
2019
Q2 		$230K Buy
+13,384
New +$230K ﹤0.01% 2408
2018
Q4 		– Sell
-33,934
Closed -$667K – 2757
2018
Q3 		$667K Sell
33,934
-2,957
-8% -$61.6K ﹤0.01% 1588
2018
Q2 		$751K Sell
36,891
-728
-2% -$15.2K ﹤0.01% 1464
2018
Q1 		$765K Sell
37,619
-4,129
-10% -$93.6K ﹤0.01% 1404
2017
Q4 		$990K Sell
41,748
-517
-1% -$11.9K 0.01% 1230
2017
Q3 		$955K Sell
42,265
-951
-2% -$21.3K 0.01% 1208
2017
Q2 		$1.01M Sell
43,216
-28,079
-39% -$640K 0.01% 1128
2017
Q1 		$1.66M Buy
71,295
+19,945
+39% +$446K 0.01% 840
2016
Q4 		$1.07M Sell
51,350
-1,387
-3% -$25.9K 0.01% 1003
2016
Q3 		$899K Buy
52,737
+359
+0.7% +$5.95K 0.01% 1064
2016
Q2 		$813K Sell
52,378
-44
-0.1% -$672 0.01% 1087
2016
Q1 		$759K Sell
52,422
-950
-2% -$13.4K 0.01% 1098
2015
Q4 		$831K Sell
53,372
-6,479
-11% -$108K 0.01% 1021
2015
Q3 		$1.08M Sell
59,851
-2,293
-4% -$46K 0.01% 854
2015
Q2 		$1.35M Buy
62,144
+1,258
+2% +$26.9K 0.01% 797
2015
Q1 		$1.22M Buy
60,886
+4,786
+9% +$98.9K 0.01% 851
2014
Q4 		$1.13M Buy
56,100
+2,104
+4% +$43.4K 0.01% 838
2014
Q3 		$1.15M Buy
53,996
+2,506
+5% +$56.4K 0.01% 795
2014
Q2 		$1.21M Buy
51,490
+12,838
+33% +$298K 0.01% 770
2014
Q1 		$969K Buy
38,652
+779
+2% +$19.2K 0.01% 819
2013
Q4 		$961K Sell
37,873
-5,377
-12% -$136K 0.01% 790
2013
Q3 		$1.05M Buy
43,250
+7,921
+22% +$190K 0.02% 693
2013
Q2 		$829K Buy
+35,329
New +$929K 0.01% 761

Other funds holding JEF

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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Commonwealth Equity Services's JEF Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Jefferies Financial Group (JEF) stake by 18% in Q2 2026, selling an estimated $192K and leaving 16,800 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Commonwealth Equity Services first reported a position in JEF in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.65M in Q4 2024. 192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Commonwealth Equity Services held 16,800 shares of Jefferies Financial Group worth $840K as of Q2 2026.
  • Commonwealth Equity Services sold 3,715 Jefferies Financial Group shares in Q2 2026, an estimated $192K.
  • Jefferies Financial Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2850 holding.
  • Commonwealth Equity Services first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 51 quarters since.
  • Commonwealth Equity Services's Jefferies Financial Group position peaked at $3.65M in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.