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Essential Partners’s Jefferies Financial Group JEF Stock Holding History

Essential 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 		$228K Buy
4,569
+3,096
+210% +$160K 0.11% 205
2026
Q1 		$60.8K Sell
1,473
-3,295
-69% -$171K 0.02% 552
2025
Q4 		$295K Buy
4,768
+3,826
+406% +$219K 0.09% 251
2025
Q3 		$61.6K Buy
942
+290
+44% +$17.7K 0.02% 549
2025
Q2 		$35.7K Buy
+652
New +$32.3K 0.01% 539

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Partners's JEF Position: Q2 2026 in Review

Essential Partners increased its Jefferies Financial Group (JEF) stake by 210% in Q2 2026, buying an estimated $160K and bringing the position to 4,569 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #205.

Essential Partners first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $295K in Q4 2025. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Essential Partners held 4,569 shares of Jefferies Financial Group worth $228K as of Q2 2026.
  • Essential Partners bought 3,096 Jefferies Financial Group shares in Q2 2026, an estimated $160K.
  • Jefferies Financial Group made up 0.11% of Essential Partners's portfolio in Q2 2026, its #205 holding.
  • Essential Partners first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Jefferies Financial Group position peaked at $295K in Q4 2025.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.