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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daymark Wealth Partners's JEF Position: Q1 2026 in Review

Daymark Wealth Partners increased its Jefferies Financial Group (JEF) stake by 58% in Q1 2026, buying an estimated $191K and bringing the position to 10,054 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #481.

Daymark Wealth Partners first reported a position in JEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $466K in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Daymark Wealth Partners held 10,054 shares of Jefferies Financial Group worth $415K as of Q1 2026.
Daymark Wealth Partners bought 3,672 Jefferies Financial Group shares in Q1 2026, an estimated $191K.
Jefferies Financial Group made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #481 holding.
Daymark Wealth Partners first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's Jefferies Financial Group position peaked at $466K in Q4 2024.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.