Farmers & Merchants Investments Inc’s Jefferies Financial Group JEF Stock Holding History

Farmers & Merchants Investments 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	$7.3K	Hold	146	–	–	﹤0.01%	901
2026 Q1	$6.03K	Hold	146	–	–	﹤0.01%	924
2025 Q4	$9.05K	Buy	146 +10	+7%	+$573	﹤0.01%	780
2025 Q3	$8.9K	Hold	136	–	–	﹤0.01%	783
2025 Q2	$7.44K	Buy	136 +14	+11%	+$693	﹤0.01%	800
2025 Q1	$6.54K	Buy	122 +52	+74%	+$3.53K	﹤0.01%	804
2024 Q4	$5.49K	Hold	70	–	–	﹤0.01%	792
2024 Q3	$4.31K	Hold	70	–	–	﹤0.01%	849
2024 Q2	$3.48K	Hold	70	–	–	﹤0.01%	881
2024 Q1	$3.09K	Hold	70	–	–	﹤0.01%	909
2023 Q4	$2.83K	Hold	70	–	–	﹤0.01%	929
2023 Q3	$2.56K	Sell	70 -16	-19%	-$573	﹤0.01%	927
2023 Q2	$2.85K	Hold	86	–	–	﹤0.01%	922
2023 Q1	$2.73K	Sell	86 -4	-4%	-$145	﹤0.01%	899
2022 Q4	$2.95K	Hold	90	–	–	﹤0.01%	905
2022 Q3	$3K	Buy	+90	New	+$2.72K	﹤0.01%	863
2022 Q1	–	Sell	-292	Closed	-$11K	–	999
2021 Q4	$11K	Hold	292	–	–	﹤0.01%	732
2021 Q3	$10K	Sell	292 -92	-24%	-$3.08K	﹤0.01%	731
2021 Q2	$13K	Hold	384	–	–	﹤0.01%	580
2021 Q1	$11K	Hold	384	–	–	﹤0.01%	588
2020 Q4	$9K	Hold	384	–	–	﹤0.01%	637
2020 Q3	$7K	Buy	+384	New	+$6.28K	﹤0.01%	646
2019 Q3	–	Sell	-174	Closed	-$3K	–	850
2019 Q2	$3K	Buy	174 +3	+2%	+$51	﹤0.01%	801
2019 Q1	$3K	Buy	171 +11	+7%	+$194	﹤0.01%	798
2018 Q4	$2K	Hold	160	–	–	﹤0.01%	786
2018 Q3	$3K	Buy	+160	New	+$3.34K	﹤0.01%	793
2018 Q2	–	Sell	-147	Closed	-$3K	–	853
2018 Q1	$3K	Hold	147	–	–	﹤0.01%	774
2017 Q4	$3K	Hold	147	–	–	﹤0.01%	791
2017 Q3	$3K	Buy	147 +46	+46%	+$1.03K	﹤0.01%	756
2017 Q2	$2K	Hold	101	–	–	﹤0.01%	758
2017 Q1	$2K	Hold	101	–	–	﹤0.01%	683
2016 Q4	$2K	Hold	101	–	–	﹤0.01%	742
2016 Q3	$2K	Hold	101	–	–	﹤0.01%	691
2016 Q2	$2K	Hold	101	–	–	﹤0.01%	652
2016 Q1	$1K	Hold	101	–	–	﹤0.01%	708
2015 Q4	$2K	Hold	101	–	–	﹤0.01%	650
2015 Q3	$2K	Hold	101	–	–	﹤0.01%	671
2015 Q2	$2K	Hold	101	–	–	﹤0.01%	697
2015 Q1	$2K	Buy	+101	New	+$2.09K	﹤0.01%	705
2014 Q1	–	Sell	-189	Closed	-$5K	–	670
2013 Q4	$5K	Hold	189	–	–	﹤0.01%	603
2013 Q3	$5K	Hold	189	–	–	﹤0.01%	560
2013 Q2	$4K	Buy	+189	New	+$4.97K	﹤0.01%	545

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Farmers & Merchants Investments Inc's JEF Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 146 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Farmers & Merchants Investments Inc first reported a position in JEF in Q2 2013 and has held it in 42 quarters since. The position peaked at $13K in Q2 2021. 327 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Farmers & Merchants Investments Inc held 146 shares of Jefferies Financial Group worth $7.3K as of Q2 2026.
Farmers & Merchants Investments Inc left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #901 holding.
Farmers & Merchants Investments Inc first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 42 quarters since.
Farmers & Merchants Investments Inc's Jefferies Financial Group position peaked at $13K in Q2 2021.
327 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.