Crewe Advisors’s Jefferies Financial Group JEF Stock Holding History

Crewe 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 Q2	$377K	Hold	7,546	–	–	0.03%	165
2026 Q1	$311K	Hold	7,546	–	–	0.03%	168
2025 Q4	$468K	Hold	7,546	–	–	0.04%	133
2025 Q3	$494K	Hold	7,546	–	–	0.05%	129
2025 Q2	$413K	Hold	7,546	–	–	0.06%	105
2025 Q1	$404K	Hold	7,546	–	–	0.06%	94
2024 Q4	$592K	Hold	7,546	–	–	0.08%	71
2024 Q3	$464K	Hold	7,546	–	–	0.05%	86
2024 Q2	$375K	Hold	7,546	–	–	0.04%	125
2024 Q1	$333K	Hold	7,546	–	–	0.04%	133
2023 Q4	$305K	Hold	7,546	–	–	0.05%	59
2023 Q3	$276K	Hold	7,546	–	–	0.05%	61
2023 Q2	$250K	Hold	7,546	–	–	0.04%	123
2023 Q1	$240K	Sell	7,546 -347	-4%	-$12.5K	0.03%	140
2022 Q4	$259K	Sell	7,893 -495	-6%	-$16.4K	0.04%	129
2022 Q3	$237K	Buy	8,388 +495	+6%	+$15K	0.04%	122
2022 Q2	$208K	Hold	7,893	–	–	0.05%	123
2022 Q1	$248K	Hold	7,893	–	–	0.05%	96
2021 Q4	$293K	Hold	7,893	–	–	0.06%	62
2021 Q3	$280K	Hold	7,893	–	–	0.07%	52
2021 Q2	$258K	Sell	7,893 -467	-6%	-$14.2K	0.06%	55
2021 Q1	$241K	Hold	8,360	–	–	0.06%	52
2020 Q4	$197K	Hold	8,360	–	–	0.08%	60
2020 Q3	$144K	Buy	8,360 +467	+6%	+$7.64K	0.07%	60
2020 Q2	$117K	Buy	+7,893	New	+$106K	0.06%	70

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's JEF Position: Q2 2026 in Review

Crewe Advisors held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 7,546 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #165.

Crewe Advisors first reported a position in JEF in Q2 2020 and has held it in 25 quarters since. The position peaked at $592K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Crewe Advisors held 7,546 shares of Jefferies Financial Group worth $377K as of Q2 2026.
Crewe Advisors left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #165 holding.
Crewe Advisors first reported a position in Jefferies Financial Group in Q2 2020 and has held it in 25 quarters since.
Crewe Advisors's Jefferies Financial Group position peaked at $592K in Q4 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.