Daymark Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

Daymark Wealth Partners’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	$454K	Sell	9,920 -140	-1%	-$7.41K	0.01%	552
2026 Q2	$503K	Buy	10,060 +6	+0.1%	+$309	0.01%	483
2026 Q1	$415K	Buy	10,054 +3,672	+58%	+$191K	0.01%	481
2025 Q4	$396K	Buy	6,382 +336	+6%	+$19.3K	0.01%	444
2025 Q3	$396K	Buy	6,046 +31	+0.5%	+$1.89K	0.01%	428
2025 Q2	$329K	Buy	6,015 +39	+0.7%	+$1.93K	0.01%	430
2025 Q1	$320K	Buy	5,976 +29	+0.5%	+$1.97K	0.01%	404
2024 Q4	$466K	Buy	5,947 +22	+0.4%	+$1.58K	0.02%	334
2024 Q3	$365K	Buy	5,925 +1,050	+22%	+$59.6K	0.02%	392
2024 Q2	$243K	Buy	+4,875	New	+$219K	0.01%	446

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

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daymark Wealth Partners's JEF Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Jefferies Financial Group (JEF) stake by 1.4% in Q3 2026, selling an estimated $7.41K and leaving 9,920 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #552.

Daymark Wealth Partners first reported a position in JEF in Q2 2024 and has held it in 10 quarters since. The position peaked at $503K in Q2 2026. 265 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Daymark Wealth Partners held 9,920 shares of Jefferies Financial Group worth $454K as of Q3 2026.
Daymark Wealth Partners sold 140 Jefferies Financial Group shares in Q3 2026, an estimated $7.41K.
Jefferies Financial Group made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #552 holding.
Daymark Wealth Partners first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 10 quarters since.
Daymark Wealth Partners's Jefferies Financial Group position peaked at $503K in Q2 2026.
265 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.