CX Institutional’s Jefferies Financial Group JEF Stock Holding History

CX Institutional’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	$27K	Buy	547 +239	+78%	+$12.3K	﹤0.01%	1099
2026 Q1	$13K	Buy	+308	New	+$16K	﹤0.01%	1224
2020 Q4	–	Sell	-159	Closed	-$3K	–	880
2020 Q3	$3K	Buy	159 +19	+14%	+$311	﹤0.01%	782
2020 Q2	$2K	Buy	+140	New	+$1.88K	﹤0.01%	749
2020 Q1	–	Sell	-56	Closed	-$1K	–	785
2019 Q4	$1K	Hold	56	–	–	﹤0.01%	712
2019 Q3	$1K	Buy	56 +8	+17%	+$142	﹤0.01%	771
2019 Q2	$1K	Buy	+48	New	+$823	﹤0.01%	862

Other funds holding JEF

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

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 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

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CX Institutional's JEF Position: Q2 2026 in Review

CX Institutional increased its Jefferies Financial Group (JEF) stake by 78% in Q2 2026, buying an estimated $12.3K and bringing the position to 547 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

CX Institutional first reported a position in JEF in Q2 2019 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

CX Institutional held 547 shares of Jefferies Financial Group worth $27K as of Q2 2026.
CX Institutional bought 239 Jefferies Financial Group shares in Q2 2026, an estimated $12.3K.
Jefferies Financial Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1099 holding.
CX Institutional first reported a position in Jefferies Financial Group in Q2 2019 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.