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

Destiny 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 		$131K Buy
+3,183
New +$165K 0.01% 293
2022
Q2 		– Sell
-1,151
Closed -$36K – 630
2022
Q1 		$36K Buy
+1,151
New +$39.1K 0.01% 343

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Destiny Wealth Partners opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 3,183 shares worth $131K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in JEF as recently as Q1 2022.

Destiny Wealth Partners first reported a position in JEF in Q1 2022 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Destiny Wealth Partners held 3,183 shares of Jefferies Financial Group worth $131K as of Q1 2026.
  • Jefferies Financial Group was a new Destiny Wealth Partners position in Q1 2026.
  • Jefferies Financial Group made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #293 holding.
  • Destiny Wealth Partners first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

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