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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daymark Wealth Partners's JEF Position: Q2 2026 in Review

Daymark Wealth Partners increased its Jefferies Financial Group (JEF) stake by 0.06% in Q2 2026, buying an estimated $309 and bringing the position to 10,060 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #483.

Daymark Wealth Partners first reported a position in JEF in Q2 2024 and has held it in 9 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Daymark Wealth Partners held 10,060 shares of Jefferies Financial Group worth $503K as of Q2 2026.
  • Daymark Wealth Partners bought 6 Jefferies Financial Group shares in Q2 2026, an estimated $309.
  • Jefferies Financial Group made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #483 holding.
  • Daymark Wealth Partners first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.