Diversified Trust’s Jefferies Financial Group JEF Stock Holding History

Diversified Trust’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	$515K	Sell	10,305 -14,086	-58%	-$726K	0.01%	741
2026 Q1	$1.01M	Buy	+24,391	New	+$1.27M	0.02%	459
2025 Q1	–	Sell	-27,088	Closed	-$2.12M	–	983
2024 Q4	$2.12M	Buy	+27,088	New	+$1.95M	0.05%	216
2023 Q4	–	Sell	-8,957	Closed	-$328K	–	911
2023 Q3	$328K	Buy	+8,957	New	+$321K	0.01%	589
2022 Q4	–	Sell	-8,449	Closed	-$238K	–	831
2022 Q3	$238K	Buy	+8,449	New	+$256K	0.01%	628
2022 Q1	–	Sell	-6,524	Closed	-$242K	–	843
2021 Q4	$242K	Sell	6,524 -10,189	-61%	-$392K	0.01%	708
2021 Q3	$593K	Sell	16,713 -23,511	-58%	-$787K	0.02%	349
2021 Q2	$1.31M	Buy	40,224 +25,247	+169%	+$770K	0.05%	196
2021 Q1	$431K	Sell	14,977 -3,857	-20%	-$105K	0.02%	423
2020 Q4	$443K	Buy	+18,834	New	+$395K	0.02%	381
2020 Q1	–	Sell	-10,068	Closed	-$206K	–	457
2019 Q4	$206K	Buy	+10,068	New	+$190K	0.01%	422
2013 Q4	–	Sell	-45,612	Closed	-$1.11M	–	473
2013 Q3	$1.11M	Sell	45,612 -16,377	-26%	-$392K	0.12%	185
2013 Q2	$1.46M	Buy	+61,989	New	+$1.63M	0.17%	107

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

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

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

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's JEF Position: Q2 2026 in Review

Diversified Trust reduced its Jefferies Financial Group (JEF) stake by 58% in Q2 2026, selling an estimated $726K and leaving 10,305 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #741.

Diversified Trust first reported a position in JEF in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.12M in Q4 2024. 67 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Diversified Trust held 10,305 shares of Jefferies Financial Group worth $515K as of Q2 2026.
Diversified Trust sold 14,086 Jefferies Financial Group shares in Q2 2026, an estimated $726K.
Jefferies Financial Group made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #741 holding.
Diversified Trust first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 13 quarters since.
Diversified Trust's Jefferies Financial Group position peaked at $2.12M in Q4 2024.
67 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.