Eastern Bank’s Jefferies Financial Group JEF Stock Holding History

Eastern Bank’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	$33.9K	Hold	679	–	–	﹤0.01%	682
2026 Q1	$28K	Hold	679	–	–	﹤0.01%	667
2025 Q4	$42.1K	Hold	679	–	–	﹤0.01%	603
2025 Q3	$44.4K	Hold	679	–	–	﹤0.01%	585
2025 Q2	$37.1K	Hold	679	–	–	﹤0.01%	590
2025 Q1	$36.4K	Hold	679	–	–	﹤0.01%	591
2024 Q4	$53.2K	Hold	679	–	–	﹤0.01%	561
2024 Q3	$41.8K	Buy	+679	New	+$38.5K	﹤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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Eastern Bank's JEF Position: Q2 2026 in Review

Eastern Bank held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 679 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Eastern Bank first reported a position in JEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $53.2K in Q4 2024. 58 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Eastern Bank held 679 shares of Jefferies Financial Group worth $33.9K as of Q2 2026.
Eastern Bank left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #682 holding.
Eastern Bank first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's Jefferies Financial Group position peaked at $53.2K in Q4 2024.
58 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.