Family Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

Family Wealth 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	$244K	Buy	+4,888	New	+$252K	0.08%	89

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Family Wealth Partners's JEF Position: Q2 2026 in Review

Family Wealth Partners opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,888 shares worth $244K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

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

Family Wealth Partners held 4,888 shares of Jefferies Financial Group worth $244K as of Q2 2026.
Jefferies Financial Group was a new Family Wealth Partners position in Q2 2026.
Jefferies Financial Group made up 0.08% of Family Wealth Partners's portfolio in Q2 2026, its #89 holding.
192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.