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JEF icon

Covestor’s Jefferies Financial Group JEF Stock Holding History

Covestor’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 		$58K Buy
1,167
+750
+180% +$38.7K 0.03% 712
2026
Q1 		$17K Sell
417
-1,763
-81% -$91.5K 0.01% 1179
2025
Q4 		$135K Sell
2,180
-24
-1% -$1.38K 0.07% 393
2025
Q3 		$144K Sell
2,204
-1,267
-37% -$77.3K 0.08% 358
2025
Q2 		$190K Buy
3,471
+3,263
+1,569% +$162K 0.11% 209
2025
Q1 		$11K Sell
208
-73
-26% -$4.96K 0.01% 1441
2024
Q4 		$22K Buy
281
+17
+6% +$1.22K 0.01% 1154
2024
Q3 		$16K Sell
264
-14
-5% -$794 0.01% 1301
2024
Q2 		$14K Sell
278
-330
-54% -$14.8K 0.01% 1340
2024
Q1 		$27K Sell
608
-617
-50% -$25.7K 0.02% 1106
2023
Q4 		$50K Sell
1,225
-999
-45% -$35.3K 0.03% 855
2023
Q3 		$82K Sell
2,224
-897
-29% -$32.1K 0.06% 536
2023
Q2 		$104K Buy
3,121
+672
+27% +$21K 0.08% 411
2023
Q1 		$78K Sell
2,449
-1,173
-32% -$42.4K 0.07% 517
2022
Q4 		$119K Sell
3,622
-243
-6% -$8.07K 0.1% 314
2022
Q3 		$109K Sell
3,865
-1,030
-21% -$31.2K 0.1% 310
2022
Q2 		$129K Buy
4,895
+2,012
+70% +$59.5K 0.1% 269
2022
Q1 		$91K Buy
2,883
+1,158
+67% +$39.3K 0.06% 566
2021
Q4 		$64K Buy
+1,725
New +$66.4K 0.09% 390

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Covestor's JEF Position: Q2 2026 in Review

Covestor increased its Jefferies Financial Group (JEF) stake by 180% in Q2 2026, buying an estimated $38.7K and bringing the position to 1,167 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #712.

Covestor first reported a position in JEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $190K in Q2 2025. 339 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Covestor held 1,167 shares of Jefferies Financial Group worth $58K as of Q2 2026.
  • Covestor bought 750 Jefferies Financial Group shares in Q2 2026, an estimated $38.7K.
  • Jefferies Financial Group made up 0.03% of Covestor's portfolio in Q2 2026, its #712 holding.
  • Covestor first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Jefferies Financial Group position peaked at $190K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.