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Essex Financial Services’s Jefferies Financial Group JEF Stock Holding History

Essex Financial Services’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 		$225K Sell
4,502
-353
-7% -$18.2K 0.01% 755
2026
Q1 		$200K Buy
4,855
+182
+4% +$9.45K 0.01% 762
2025
Q4 		$290K Buy
4,673
+720
+18% +$41.3K 0.02% 611
2025
Q3 		$259K Buy
3,953
+246
+7% +$15K 0.02% 616
2025
Q2 		$203K Buy
+3,707
New +$184K 0.01% 657
2024
Q3 		– Sell
-4,063
Closed -$225K – 642
2024
Q2 		$225K Buy
+4,063
New +$182K 0.02% 556

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Financial Services's JEF Position: Q2 2026 in Review

Essex Financial Services reduced its Jefferies Financial Group (JEF) stake by 7.3% in Q2 2026, selling an estimated $18.2K and leaving 4,502 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #755.

Essex Financial Services first reported a position in JEF in Q2 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 391 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Essex Financial Services held 4,502 shares of Jefferies Financial Group worth $225K as of Q2 2026.
  • Essex Financial Services sold 353 Jefferies Financial Group shares in Q2 2026, an estimated $18.2K.
  • Jefferies Financial Group made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #755 holding.
  • Essex Financial Services first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 6 quarters since.
  • Essex Financial Services's Jefferies Financial Group position peaked at $290K in Q4 2025.
  • 391 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.