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 Q3	$152K	Sell	3,325 -1,244	-27%	-$65.8K	0.07%	317
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Essential Partners's JEF Position: Q3 2026 in Review

Essential Partners reduced its Jefferies Financial Group (JEF) stake by 27% in Q3 2026, selling an estimated $65.8K and leaving 3,325 shares worth $152K. The position accounts for 0.07% of the portfolio, ranked #317.

Essential Partners first reported a position in JEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $295K in Q4 2025. 47 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Essential Partners held 3,325 shares of Jefferies Financial Group worth $152K as of Q3 2026.
Essential Partners sold 1,244 Jefferies Financial Group shares in Q3 2026, an estimated $65.8K.
Jefferies Financial Group made up 0.07% of Essential Partners's portfolio in Q3 2026, its #317 holding.
Essential Partners first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Jefferies Financial Group position peaked at $295K in Q4 2025.
47 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.