Deseret Mutual Benefit Administrators’s Jefferies Financial Group JEF Stock Holding History

Deseret Mutual Benefit Administrators’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	$34.1K	Hold	683	–	–	0.01%	476
2026 Q1	$28.2K	Buy	683 +321	+89%	+$16.7K	0.01%	482
2025 Q4	$22.4K	Hold	362	–	–	0.01%	453
2025 Q3	$23.7K	Hold	362	–	–	0.01%	431
2025 Q2	$19.8K	Hold	362	–	–	0.01%	433
2025 Q1	$19.4K	Sell	362 -129	-26%	-$8.76K	0.01%	432
2024 Q4	$38.5K	Hold	491	–	–	0.02%	331
2024 Q3	$30.2K	Hold	491	–	–	0.02%	364
2024 Q2	$24.4K	Hold	491	–	–	0.01%	400
2024 Q1	$21.7K	Hold	491	–	–	0.01%	427
2023 Q4	$19.8K	Sell	491 -161	-25%	-$5.7K	0.01%	427
2023 Q3	$23.9K	Hold	652	–	–	0.01%	417
2023 Q2	$21.6K	Hold	652	–	–	0.01%	433
2023 Q1	$20.7K	Sell	652 -30	-4%	-$1.08K	0.01%	433
2022 Q4	$22.4K	Sell	682 -756	-53%	-$25.1K	0.01%	430
2022 Q3	$41K	Hold	1,438	–	–	0.01%	423
2022 Q2	$38K	Hold	1,438	–	–	0.01%	451
2022 Q1	$45K	Sell	1,438 -361	-20%	-$12.3K	0.01%	457
2021 Q4	$67K	Hold	1,799	–	–	0.01%	441
2021 Q3	$64K	Sell	1,799 -1,312	-42%	-$43.9K	0.01%	435
2021 Q2	$102K	Buy	+3,111	New	+$94.9K	0.02%	363

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 $3.37T 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 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

Deseret Mutual Benefit Administrators's JEF Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 683 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #476.

Deseret Mutual Benefit Administrators first reported a position in JEF in Q2 2021 and has held it in 21 quarters since. The position peaked at $102K in Q2 2021. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Deseret Mutual Benefit Administrators held 683 shares of Jefferies Financial Group worth $34.1K as of Q2 2026.
Deseret Mutual Benefit Administrators left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.01% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #476 holding.
Deseret Mutual Benefit Administrators first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Jefferies Financial Group position peaked at $102K in Q2 2021.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.