Wavvest Wealth LLC’s Jefferies Financial Group JEF Stock Holding History

Wavvest Wealth LLC’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	$507K	Buy	+11,091	New	+$587K	0.41%	59

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $186M AUM 13.72% 1-Year Est. Return

Wavvest Wealth LLC's JEF Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 11,091 shares worth $507K. The stake represents 0.41% of the portfolio and ranks #59 among its holdings.

133 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Wavvest Wealth LLC held 11,091 shares of Jefferies Financial Group worth $507K as of Q3 2026.
Jefferies Financial Group was a new Wavvest Wealth LLC position in Q3 2026.
Jefferies Financial Group made up 0.41% of Wavvest Wealth LLC's portfolio in Q3 2026, its #59 holding.
133 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.