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EverSource Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

EverSource Wealth Advisors’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 		$323K Buy
6,460
+1,998
+45% +$103K 0.01% 765
2026
Q1 		$184K Buy
4,462
+499
+13% +$25.9K 0.01% 1100
2025
Q4 		$246K Buy
3,963
+3,147
+386% +$180K 0.01% 854
2025
Q3 		$53.4K Sell
816
-76
-9% -$4.63K ﹤0.01% 1666
2025
Q2 		$48.8K Buy
892
+548
+159% +$27.1K ﹤0.01% 1634
2025
Q1 		$18.4K Sell
344
-2
-0.6% -$136 ﹤0.01% 1732
2024
Q4 		$27.1K Buy
346
+92
+36% +$6.62K ﹤0.01% 1475
2024
Q3 		$15.6K Buy
254
+25
+11% +$1.42K ﹤0.01% 1617
2024
Q2 		$13.4K Sell
229
-43
-16% -$1.93K ﹤0.01% 1710
2024
Q1 		$11.7K Buy
272
+159
+141% +$6.62K ﹤0.01% 1604
2023
Q4 		$4.57K Sell
113
-82
-42% -$2.9K ﹤0.01% 1896
2023
Q3 		$7.14K Buy
195
+54
+38% +$1.94K ﹤0.01% 1543
2023
Q2 		$4.68K Buy
141
+62
+78% +$1.94K ﹤0.01% 1754
2023
Q1 		$2.51K Buy
79
+44
+126% +$1.59K ﹤0.01% 1866
2022
Q4 		$1.13K Hold
35
– – ﹤0.01% 2053
2022
Q3 		$1K Sell
35
-1,936
-98% -$58.6K ﹤0.01% 1837
2022
Q2 		$52K Buy
1,971
+1,913
+3,298% +$56.6K 0.01% 617
2022
Q1 		$2K Buy
+58
New +$1.97K ﹤0.01% 1534

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's JEF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Jefferies Financial Group (JEF) stake by 45% in Q2 2026, buying an estimated $103K and bringing the position to 6,460 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #765.

EverSource Wealth Advisors first reported a position in JEF in Q1 2022 and has held it in 18 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • EverSource Wealth Advisors held 6,460 shares of Jefferies Financial Group worth $323K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,998 Jefferies Financial Group shares in Q2 2026, an estimated $103K.
  • Jefferies Financial Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #765 holding.
  • EverSource Wealth Advisors first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 18 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.