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Financial Planning & Information Services’s Jefferies Financial Group JEF Stock Holding History

Financial Planning & Information Services’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
2024
Q3 		$228K Buy
+3,703
New +$210K 0.03% 81

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Planning & Information Services's JEF Position: Q3 2024 in Review

Financial Planning & Information Services opened a new position in Jefferies Financial Group (JEF) in Q3 2024: 3,703 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings.

533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • Financial Planning & Information Services held 3,703 shares of Jefferies Financial Group worth $228K as of Q3 2024.
  • Jefferies Financial Group was a new Financial Planning & Information Services position in Q3 2024.
  • Jefferies Financial Group made up 0.03% of Financial Planning & Information Services's portfolio in Q3 2024, its #81 holding.
  • 533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.