Financial Management Professionals’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $600 | Hold |
12
| – | – | ﹤0.01% | 938 |
|
|
2026
Q1 | $495 | Hold |
12
| – | – | ﹤0.01% | 884 |
|
|
2025
Q4 | $744 | Hold |
12
| – | – | ﹤0.01% | 831 |
|
|
2025
Q3 | $785 | Hold |
12
| – | – | ﹤0.01% | 807 |
|
|
2025
Q2 | $656 | Hold |
12
| – | – | ﹤0.01% | 886 |
|
|
2025
Q1 | $643 | Hold |
12
| – | – | ﹤0.01% | 866 |
|
|
2024
Q4 | $941 | Hold |
12
| – | – | ﹤0.01% | 818 |
|
|
2024
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 843 |
|
|
2024
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 798 |
|
|
2024
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 859 |
|
|
2023
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 991 |
|
|
2023
Q3 | $0 | Buy |
12
+8
| +200% | +$287 | ﹤0.01% | 967 |
|
|
2023
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q1 | $0 | Sell |
4
-5
| -56% | -$181 | ﹤0.01% | 1073 |
|
|
2022
Q4 | $0 | Buy |
9
+5
| +125% | +$166 | ﹤0.01% | 1001 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | +$121 | ﹤0.01% | 1017 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | – | – | 1088 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | +$385 | ﹤0.01% | 1026 |
|
|
2021
Q2 | – | Sell |
-431
| Closed | -$12K | – | 924 |
|
|
2021
Q1 | $12K | Buy |
+431
| New | +$11.8K | ﹤0.01% | 338 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$1K | – | 299 |
|
|
2018
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 264 |
|
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 271 |
|
|
2017
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 217 |
|
|
2017
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 223 |
|
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 235 |
|
|
2017
Q1 | $1K | Sell |
50
-1,117
| -96% | -$25K | ﹤0.01% | 261 |
|
|
2016
Q4 | $24K | Buy |
1,167
+1,117
| +2,234% | +$20.9K | 0.01% | 114 |
|
|
2016
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 367 |
|
|
2016
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2016
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
|
2015
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 253 |
|
|
2015
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 257 |
|
|
2015
Q2 | $1K | Buy |
+50
| New | +$1.07K | ﹤0.01% | 252 |
|
Other funds holding JEF
SMFG
MMLI
Financial Management Professionals's JEF Position: Q2 2026 in Review
Financial Management Professionals held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 12 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #938.
Financial Management Professionals first reported a position in JEF in Q2 2015 and has held it in 32 quarters since. The position peaked at $24K in Q4 2016. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Financial Management Professionals held 12 shares of Jefferies Financial Group worth $600 as of Q2 2026.
- Financial Management Professionals left its Jefferies Financial Group share count unchanged in Q2 2026.
- Jefferies Financial Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #938 holding.
- Financial Management Professionals first reported a position in Jefferies Financial Group in Q2 2015 and has held it in 32 quarters since.
- Financial Management Professionals's Jefferies Financial Group position peaked at $24K in Q4 2016.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.