Darwin Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Darwin Wealth Management’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 Q3	$1.92K	Buy	+42	New	+$2.22K	﹤0.01%	907

Other funds holding JEF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Darwin Wealth Management's JEF Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 42 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings.

322 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Darwin Wealth Management held 42 shares of Jefferies Financial Group worth $1.92K as of Q3 2026.
Jefferies Financial Group was a new Darwin Wealth Management position in Q3 2026.
Jefferies Financial Group made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #907 holding.
322 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.