DecisionPoint Financial’s Jefferies Financial Group JEF Stock Holding History

DecisionPoint Financial’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	$924	Buy	18 +6	+50%	+$309	﹤0.01%	464
2026 Q1	$496	Hold	12	–	–	﹤0.01%	480
2025 Q4	$744	Hold	12	–	–	﹤0.01%	458
2025 Q3	$762	Hold	12	–	–	﹤0.01%	384
2025 Q2	$667	Buy	+12	New	+$594	﹤0.01%	381

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DecisionPoint Financial's JEF Position: Q2 2026 in Review

DecisionPoint Financial increased its Jefferies Financial Group (JEF) stake by 50% in Q2 2026, buying an estimated $309 and bringing the position to 18 shares worth $924. The position accounts for ﹤0.01% of the portfolio, ranked #464.

DecisionPoint Financial first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

DecisionPoint Financial held 18 shares of Jefferies Financial Group worth $924 as of Q2 2026.
DecisionPoint Financial bought 6 Jefferies Financial Group shares in Q2 2026, an estimated $309.
Jefferies Financial Group made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #464 holding.
DecisionPoint Financial first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.