Fifth Third Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Fifth Third Wealth 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	$262K	Buy	5,237 +76	+1%	+$3.92K	0.01%	787
2026 Q1	$213K	Sell	5,161 -181	-3%	-$9.39K	0.01%	770
2025 Q4	$331K	Sell	5,342 -81	-1%	-$4.64K	0.01%	544
2025 Q3	$355K	Buy	5,423 +469	+9%	+$28.6K	0.01%	495
2025 Q2	$271K	Sell	4,954 -80	-2%	-$3.96K	0.01%	571
2025 Q1	$270K	Sell	5,034 -387	-7%	-$26.3K	0.01%	532
2024 Q4	$425K	Hold	5,421	–	–	0.02%	377
2024 Q3	$334K	Sell	5,421 -966	-15%	-$54.8K	0.02%	425
2024 Q2	$318K	Buy	+6,387	New	+$287K	0.02%	398

Other funds holding JEF

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Wealth Advisors's JEF Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Jefferies Financial Group (JEF) stake by 1.5% in Q2 2026, buying an estimated $3.92K and bringing the position to 5,237 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #787.

Fifth Third Wealth Advisors first reported a position in JEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $425K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Fifth Third Wealth Advisors held 5,237 shares of Jefferies Financial Group worth $262K as of Q2 2026.
Fifth Third Wealth Advisors bought 76 Jefferies Financial Group shares in Q2 2026, an estimated $3.92K.
Jefferies Financial Group made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #787 holding.
Fifth Third Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Jefferies Financial Group position peaked at $425K in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.