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Evoke Wealth’s Jefferies Financial Group JEF Stock Holding History

Evoke Wealth’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 		– Sell
-5,210
Closed -$215K – 348
2026
Q1 		$215K Buy
+5,210
New +$270K ﹤0.01% 643
2020
Q3 		– Sell
-66
Closed -$1K – 1073
2020
Q2 		$1K Buy
66
+11
+20% +$147 ﹤0.01% 983
2020
Q1 		$725 Sell
55
-135
-71% -$2.58K ﹤0.01% 976
2019
Q4 		$3.89K Hold
190
– – ﹤0.01% 967
2019
Q3 		$3.35K Buy
+190
New +$3.38K ﹤0.01% 1107

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

Evoke Wealth's JEF Position: Q2 2026 in Review

Evoke Wealth sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 5,210 shares — an estimated $215K sold.

Evoke Wealth first reported a position in JEF in Q3 2019 and held it in 5 quarters. The position peaked at $215K in Q1 2026. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Evoke Wealth reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,210 Jefferies Financial Group shares in Q2 2026, an estimated $215K.
  • Evoke Wealth first reported a position in Jefferies Financial Group in Q3 2019 and held it in 5 quarters.
  • Evoke Wealth's Jefferies Financial Group position peaked at $215K in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.