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Facet Wealth Inc’s Jefferies Financial Group JEF Stock Holding History

Facet Wealth Inc’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 		$256K Buy
+5,113
New +$264K ﹤0.01% 338

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

Facet Wealth Inc's JEF Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 5,113 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

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

  • Facet Wealth Inc held 5,113 shares of Jefferies Financial Group worth $256K as of Q2 2026.
  • Jefferies Financial Group was a new Facet Wealth Inc position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #338 holding.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.