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Essential Investment Partners’s Jefferies Financial Group JEF Stock Holding History

Essential Investment 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 		$12.5K Hold
250
– – 0.01% 204
2026
Q1 		$10.3K Hold
250
– – 0.01% 202
2025
Q4 		$15.5K Buy
+250
New +$14.3K 0.01% 181

Other funds holding JEF

Assenagon Asset Management
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
GI
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
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
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Essential Investment Partners's JEF Position: Q2 2026 in Review

Essential Investment Partners held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 250 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #204.

Essential Investment Partners first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q4 2025. 100 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Essential Investment Partners held 250 shares of Jefferies Financial Group worth $12.5K as of Q2 2026.
  • Essential Investment Partners left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #204 holding.
  • Essential Investment Partners first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Jefferies Financial Group position peaked at $15.5K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.