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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
Q3 		$397K Buy
8,671
+367
+4% +$19.4K ﹤0.01% 1780
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's JEF Position: Q3 2026 in Review

Farther Finance Advisors increased its Jefferies Financial Group (JEF) stake by 4.4% in Q3 2026, buying an estimated $19.4K and bringing the position to 8,671 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Farther Finance Advisors first reported a position in JEF in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2022. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Farther Finance Advisors held 8,671 shares of Jefferies Financial Group worth $397K as of Q3 2026.
  • Farther Finance Advisors bought 367 Jefferies Financial Group shares in Q3 2026, an estimated $19.4K.
  • Jefferies Financial Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1780 holding.
  • Farther Finance Advisors first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Jefferies Financial Group position peaked at $1.03M in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.