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Cornerstone Planning Group’s Jefferies Financial Group JEF Stock Holding History

Cornerstone Planning 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
Q2 		$3.23K Hold
58
– – ﹤0.01% 1200
2026
Q1 		$2.87K Sell
58
-38
-40% -$1.97K ﹤0.01% 1217
2025
Q4 		$5.93K Sell
96
-24
-20% -$1.38K ﹤0.01% 936
2025
Q3 		$6.34K Buy
120
+47
+64% +$2.87K ﹤0.01% 888
2025
Q2 		$4.23K Sell
73
-25
-26% -$1.24K ﹤0.01% 763
2025
Q1 		$4.43K Buy
+98
New +$6.65K ﹤0.01% 770

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Planning Group's JEF Position: Q2 2026 in Review

Cornerstone Planning Group held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 58 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Cornerstone Planning Group first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.34K in Q3 2025. 318 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Cornerstone Planning Group held 58 shares of Jefferies Financial Group worth $3.23K as of Q2 2026.
  • Cornerstone Planning Group left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1200 holding.
  • Cornerstone Planning Group first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Jefferies Financial Group position peaked at $6.34K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.