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Crossmark Global Holdings’s Jefferies Financial Group JEF Stock Holding History

Crossmark Global Holdings’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 		$568K Buy
11,373
+261
+2% +$13.5K 0.01% 828
2026
Q1 		$459K Sell
11,112
-391
-3% -$20.3K 0.01% 858
2025
Q4 		$713K Sell
11,503
-571
-5% -$32.7K 0.01% 718
2025
Q3 		$790K Sell
12,074
-399
-3% -$24.3K 0.01% 708
2025
Q2 		$682K Buy
12,473
+61
+0.5% +$3.02K 0.01% 750
2025
Q1 		$665K Buy
12,412
+210
+2% +$14.3K 0.01% 749
2024
Q4 		$956K Buy
12,202
+361
+3% +$26K 0.02% 597
2024
Q3 		$729K Sell
11,841
-674
-5% -$38.2K 0.01% 711
2024
Q2 		$623K Sell
12,515
-809
-6% -$36.3K 0.01% 741
2024
Q1 		$588K Sell
13,324
-691
-5% -$28.8K 0.01% 792
2023
Q4 		$566K Sell
14,015
-972
-6% -$34.4K 0.01% 792
2023
Q3 		$529K Sell
14,987
-865
-5% -$31K 0.01% 798
2023
Q2 		$585K Sell
15,852
-771
-5% -$24.1K 0.01% 784
2023
Q1 		$528K Sell
16,623
-1,093
-6% -$39.5K 0.01% 794
2022
Q4 		$581K Sell
17,716
-1,110
-6% -$36.9K 0.01% 731
2022
Q3 		$531K Sell
18,826
-188
-1% -$5.69K 0.01% 748
2022
Q2 		$502K Sell
19,014
-910
-5% -$26.9K 0.01% 809
2022
Q1 		$625K Sell
19,924
-42
-0.2% -$1.43K 0.01% 816
2021
Q4 		$741K Sell
19,966
-1,987
-9% -$76.5K 0.02% 742
2021
Q3 		$779K Sell
21,953
-1,026
-4% -$34.3K 0.02% 707
2021
Q2 		$751K Sell
22,979
-1,474
-6% -$45K 0.02% 710
2021
Q1 		$704K Buy
24,453
+31
+0.1% +$845 0.02% 729
2020
Q4 		$574K Sell
24,422
-7,950
-25% -$167K 0.01% 783
2020
Q3 		$557K Sell
32,372
-41
-0.1% -$671 0.02% 724
2020
Q2 		$482K Buy
32,413
+6,792
+27% +$91K 0.01% 774
2020
Q1 		$335K Buy
25,621
+63
+0.2% +$1.2K 0.01% 798
2019
Q4 		$522K Sell
25,558
-70,170
-73% -$1.33M 0.01% 778
2019
Q3 		$1.68M Sell
95,728
-8,017
-8% -$143K 0.05% 405
2019
Q2 		$1.79M Buy
103,745
+8,979
+9% +$154K 0.05% 415
2019
Q1 		$1.59M Buy
94,766
+212
+0.2% +$3.74K 0.05% 435
2018
Q4 		$1.47M Buy
94,554
+19,751
+26% +$362K 0.05% 435
2018
Q3 		$1.47M Buy
74,803
+1,525
+2% +$31.8K 0.04% 493
2018
Q2 		$1.49M Sell
73,278
-1,575
-2% -$33K 0.04% 475
2018
Q1 		$1.52M Sell
74,853
-1,677
-2% -$38K 0.04% 491
2017
Q4 		$1.81M Buy
76,530
+913
+1% +$21.1K 0.04% 456
2017
Q3 		$1.71M Buy
+75,617
New +$1.69M 0.04% 459
2016
Q3 		$1.71M Buy
+75,617
New +$1.25M 0.04% 459

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings's JEF Position: Q2 2026 in Review

Crossmark Global Holdings increased its Jefferies Financial Group (JEF) stake by 2.3% in Q2 2026, buying an estimated $13.5K and bringing the position to 11,373 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #828.

Crossmark Global Holdings first reported a position in JEF in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.81M in Q4 2017. 67 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Crossmark Global Holdings held 11,373 shares of Jefferies Financial Group worth $568K as of Q2 2026.
  • Crossmark Global Holdings bought 261 Jefferies Financial Group shares in Q2 2026, an estimated $13.5K.
  • Jefferies Financial Group made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #828 holding.
  • Crossmark Global Holdings first reported a position in Jefferies Financial Group in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Jefferies Financial Group position peaked at $1.81M in Q4 2017.
  • 67 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.