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Evelyn Partners’s Jefferies Financial Group JEF Stock Holding History

Evelyn 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 		$577K Buy
+11,543
New +$595K ﹤0.01% 208

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evelyn Partners's JEF Position: Q2 2026 in Review

Evelyn Partners opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 11,543 shares worth $577K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings.

554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Evelyn Partners held 11,543 shares of Jefferies Financial Group worth $577K as of Q2 2026.
  • Jefferies Financial Group was a new Evelyn Partners position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #208 holding.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.