CoreCap Advisors’s Jefferies Financial Group JEF Stock Holding History

CoreCap 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 Q3	$229	Sell	5 -385	-99%	-$20.4K	﹤0.01%	2936
2026 Q2	$19.5K	Buy	390 +385	+7,700%	+$19.8K	﹤0.01%	1803
2026 Q1	$206	Buy	+5	New	+$260	﹤0.01%	2754
2025 Q2	–	Sell	-226	Closed	-$12.1K	–	3008
2025 Q1	$12.1K	Sell	226 -2,616	-92%	-$178K	﹤0.01%	1735
2024 Q4	$223K	Buy	2,842 +200	+8%	+$14.4K	0.01%	678
2024 Q3	$163K	Buy	+2,642	New	+$150K	0.01%	750
2022 Q4	$2.23K	Buy	+68	New	+$2.26K	﹤0.01%	1919
2022 Q3	–	Sell	-95	Closed	-$3K	–	1328
2022 Q2	$3K	Buy	+95	New	+$2.81K	﹤0.01%	1791
2022 Q1	–	Sell	-43	Closed	-$2K	–	1329
2021 Q4	$2K	Buy	+43	New	+$1.66K	﹤0.01%	1964

Other funds holding JEF

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors's JEF Position: Q3 2026 in Review

CoreCap Advisors reduced its Jefferies Financial Group (JEF) stake by 99% in Q3 2026, selling an estimated $20.4K and leaving 5 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

CoreCap Advisors first reported a position in JEF in Q4 2021 and has held it in 9 quarters since. The position peaked at $223K in Q4 2024. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

CoreCap Advisors held 5 shares of Jefferies Financial Group worth $229 as of Q3 2026.
CoreCap Advisors sold 385 Jefferies Financial Group shares in Q3 2026, an estimated $20.4K.
Jefferies Financial Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2936 holding.
CoreCap Advisors first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's Jefferies Financial Group position peaked at $223K in Q4 2024.
21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.