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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
Q2 		– Sell
-3,183
Closed -$131K – 650
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

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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

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

Destiny Wealth Partners sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 3,183 shares — an estimated $131K sold.

Destiny Wealth Partners first reported a position in JEF in Q1 2022 and held it in 2 quarters. The position peaked at $131K in Q1 2026. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 3,183 Jefferies Financial Group shares in Q2 2026, an estimated $131K.
  • Destiny Wealth Partners first reported a position in Jefferies Financial Group in Q1 2022 and held it in 2 quarters.
  • Destiny Wealth Partners's Jefferies Financial Group position peaked at $131K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.