EWP
JEF icon

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

Elevation 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
Q3 		$14K Buy
307
+119
+63% +$6.3K ﹤0.01% 776
2026
Q2 		$9.4K Buy
+188
New +$9.69K ﹤0.01% 824

Other funds holding JEF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's JEF Position: Q3 2026 in Review

Elevation Wealth Partners increased its Jefferies Financial Group (JEF) stake by 63% in Q3 2026, buying an estimated $6.3K and bringing the position to 307 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Elevation Wealth Partners first reported a position in JEF in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Elevation Wealth Partners held 307 shares of Jefferies Financial Group worth $14K as of Q3 2026.
  • Elevation Wealth Partners bought 119 Jefferies Financial Group shares in Q3 2026, an estimated $6.3K.
  • Jefferies Financial Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #776 holding.
  • Elevation Wealth Partners first reported a position in Jefferies Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.