DiNuzzo Private Wealth’s Jefferies Financial Group JEF Stock Holding History

DiNuzzo Private Wealth’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	$2.05K	Buy	41 +3	+8%	+$155	﹤0.01%	663
2026 Q1	$1.57K	Hold	38	–	–	﹤0.01%	727
2025 Q4	$2.35K	Sell	38 -2	-5%	-$115	﹤0.01%	584
2025 Q3	$2.59K	Hold	40	–	–	﹤0.01%	550
2025 Q2	$2.19K	Sell	40 -4	-9%	-$198	﹤0.01%	592
2025 Q1	$2.36K	Sell	44 -3	-6%	-$204	﹤0.01%	535
2024 Q4	$3.69K	Buy	47 +6	+15%	+$432	﹤0.01%	418
2024 Q3	$2.52K	Hold	41	–	–	﹤0.01%	532
2024 Q2	$2.04K	Buy	41 +7	+21%	+$314	﹤0.01%	516
2024 Q1	$1.5K	Hold	34	–	–	﹤0.01%	579
2023 Q4	$1.37K	Buy	+34	New	+$1.2K	﹤0.01%	576

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DiNuzzo Private Wealth's JEF Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Jefferies Financial Group (JEF) stake by 7.9% in Q2 2026, buying an estimated $155 and bringing the position to 41 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

DiNuzzo Private Wealth first reported a position in JEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.69K in Q4 2024. 171 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

DiNuzzo Private Wealth held 41 shares of Jefferies Financial Group worth $2.05K as of Q2 2026.
DiNuzzo Private Wealth bought 3 Jefferies Financial Group shares in Q2 2026, an estimated $155.
Jefferies Financial Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #663 holding.
DiNuzzo Private Wealth first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Jefferies Financial Group position peaked at $3.69K in Q4 2024.
171 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.