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Congress Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Congress Wealth Management’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
2025
Q2 		$1.45M Buy
26,582
+18,236
+218% +$903K 0.01% 617
2025
Q1 		$447K Buy
8,346
+504
+6% +$34.2K 0.01% 846
2024
Q4 		$615K Sell
7,842
-20,282
-72% -$1.46M 0.01% 597
2024
Q3 		$1.73M Buy
28,124
+8,012
+40% +$455K 0.02% 446
2024
Q2 		$1M Buy
+20,112
New +$903K 0.02% 427

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Wealth Management's JEF Position: Q2 2025 in Review

Congress Wealth Management increased its Jefferies Financial Group (JEF) stake by 218% in Q2 2025, buying an estimated $903K and bringing the position to 26,582 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #617.

Congress Wealth Management first reported a position in JEF in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.73M in Q3 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Congress Wealth Management held 26,582 shares of Jefferies Financial Group worth $1.45M as of Q2 2025.
  • Congress Wealth Management bought 18,236 Jefferies Financial Group shares in Q2 2025, an estimated $903K.
  • Jefferies Financial Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #617 holding.
  • Congress Wealth Management first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Jefferies Financial Group position peaked at $1.73M in Q3 2024.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.