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Farther Finance Advisors’s Jefferies Financial Group JEF Stock Holding History

Farther Finance 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 		$412K Sell
8,304
-1,306
-14% -$67.3K ﹤0.01% 1700
2026
Q1 		$397K Sell
9,610
-4,548
-32% -$236K ﹤0.01% 1553
2025
Q4 		$877K Buy
14,158
+2,855
+25% +$164K 0.01% 963
2025
Q3 		$739K Buy
11,303
+1,371
+14% +$83.6K 0.01% 877
2025
Q2 		$543K Buy
9,932
+338
+4% +$16.7K 0.01% 871
2025
Q1 		$514K Sell
9,594
-1,051
-10% -$71.3K 0.01% 774
2024
Q4 		$835K Sell
10,645
-341
-3% -$24.5K 0.03% 424
2024
Q3 		$676K Sell
10,986
-2,280
-17% -$129K 0.03% 478
2024
Q2 		$663K Buy
13,266
+1,278
+11% +$57.4K 0.03% 389
2024
Q1 		$522K Sell
11,988
-3,313
-22% -$138K 0.03% 382
2023
Q4 		$618K Sell
15,301
-604
-4% -$21.4K 0.04% 312
2023
Q3 		$583K Sell
15,905
-14,530
-48% -$521K 0.09% 185
2023
Q2 		$1.01M Buy
30,435
+1,447
+5% +$45.2K 0.22% 88
2023
Q1 		$920K Sell
28,988
-2,529
-8% -$91.4K 0.27% 75
2022
Q4 		$1.03M Buy
+31,517
New +$1.05M 0.4% 44

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

Farther Finance Advisors's JEF Position: Q2 2026 in Review

Farther Finance Advisors reduced its Jefferies Financial Group (JEF) stake by 14% in Q2 2026, selling an estimated $67.3K and leaving 8,304 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Farther Finance Advisors first reported a position in JEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2022. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Farther Finance Advisors held 8,304 shares of Jefferies Financial Group worth $412K as of Q2 2026.
  • Farther Finance Advisors sold 1,306 Jefferies Financial Group shares in Q2 2026, an estimated $67.3K.
  • Jefferies Financial Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1700 holding.
  • Farther Finance Advisors first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Jefferies Financial Group position peaked at $1.03M in Q4 2022.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.