Fifth Third Wealth Advisors
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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
Q3 		$220K Sell
4,815
-422
-8% -$22.3K 0.01% 957
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Fifth Third Wealth Advisors's JEF Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Jefferies Financial Group (JEF) stake by 8.1% in Q3 2026, selling an estimated $22.3K and leaving 4,815 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #957.

Fifth Third Wealth Advisors first reported a position in JEF in Q2 2024 and has held it in 10 quarters since. The position peaked at $425K in Q4 2024. 322 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Fifth Third Wealth Advisors held 4,815 shares of Jefferies Financial Group worth $220K as of Q3 2026.
  • Fifth Third Wealth Advisors sold 422 Jefferies Financial Group shares in Q3 2026, an estimated $22.3K.
  • Jefferies Financial Group made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #957 holding.
  • Fifth Third Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Jefferies Financial Group position peaked at $425K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.