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Cooper Financial Group’s Jefferies Financial Group JEF Stock Holding History

Cooper Financial Group’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
Q3 		$322K Buy
7,036
+45
+0.6% +$2.38K 0.03% 333
2026
Q2 		$349K Buy
6,991
+59
+0.9% +$3.04K 0.03% 314
2026
Q1 		$286K Buy
6,932
+62
+0.9% +$3.22K 0.03% 339
2025
Q4 		$426K Buy
6,870
+47
+0.7% +$2.69K 0.05% 256
2025
Q3 		$446K Buy
6,823
+42
+0.6% +$2.56K 0.05% 253
2025
Q2 		$371K Buy
6,781
+54
+0.8% +$2.67K 0.04% 271
2025
Q1 		$360K Buy
6,727
+41
+0.6% +$2.78K 0.05% 287
2024
Q4 		$524K Buy
6,686
+29
+0.4% +$2.09K 0.06% 237
2024
Q3 		$410K Buy
6,657
+39
+0.6% +$2.21K 0.05% 271
2024
Q2 		$329K Buy
6,618
+44
+0.7% +$1.98K 0.05% 282
2024
Q1 		$290K Buy
6,574
+47
+0.7% +$1.96K 0.05% 290
2023
Q4 		$264K Buy
6,527
+55
+0.8% +$1.95K 0.05% 290
2023
Q3 		$237K Buy
6,472
+56
+0.9% +$2.01K 0.06% 287
2023
Q2 		$213K Buy
6,416
+62
+1% +$1.94K 0.05% 295
2023
Q1 		$202K Sell
6,354
-239
-4% -$8.63K 0.05% 287
2022
Q4 		$216K Buy
+6,593
New +$219K 0.07% 273
2022
Q2 		– Sell
-6,423
Closed -$202K – 269
2022
Q1 		$202K Buy
6,423
+54
+0.8% +$1.83K 0.08% 238
2021
Q4 		$236K Buy
6,369
+41
+0.6% +$1.58K 0.09% 202
2021
Q3 		$225K Buy
6,328
+42
+0.7% +$1.41K 0.05% 227
2021
Q2 		$206K Buy
+6,286
New +$192K 0.04% 239

Other funds holding JEF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Cooper Financial Group's JEF Position: Q3 2026 in Review

Cooper Financial Group increased its Jefferies Financial Group (JEF) stake by 0.64% in Q3 2026, buying an estimated $2.38K and bringing the position to 7,036 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #333.

Cooper Financial Group first reported a position in JEF in Q2 2021 and has held it in 20 quarters since. The position peaked at $524K in Q4 2024. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Cooper Financial Group held 7,036 shares of Jefferies Financial Group worth $322K as of Q3 2026.
  • Cooper Financial Group bought 45 Jefferies Financial Group shares in Q3 2026, an estimated $2.38K.
  • Jefferies Financial Group made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #333 holding.
  • Cooper Financial Group first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 20 quarters since.
  • Cooper Financial Group's Jefferies Financial Group position peaked at $524K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.