Concurrent Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Concurrent Investment 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	$217K	Buy	+4,341	New	+$224K	﹤0.01%	1900

Other funds holding JEF

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's JEF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,341 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1900 among its holdings.

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

Concurrent Investment Advisors held 4,341 shares of Jefferies Financial Group worth $217K as of Q2 2026.
Jefferies Financial Group was a new Concurrent Investment Advisors position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1900 holding.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.