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

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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. 88 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.
88 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.