Focus Partners Advisor Solutions’s Jefferies Financial Group JEF Stock Holding History

Focus Partners Advisor Solutions’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	$1.33M	Sell	26,583 -273	-1%	-$14.1K	0.01%	477
2026 Q1	$1.11M	Buy	26,856 +9,780	+57%	+$508K	0.01%	532
2025 Q4	$1.06M	Buy	17,076 +8,678	+103%	+$497K	0.01%	480
2025 Q3	$484K	Buy	+8,398	New	+$512K	0.01%	743
2025 Q2	–	Sell	-4,106	Closed	-$220K	–	1132
2025 Q1	$220K	Sell	4,106 -701	-15%	-$47.6K	﹤0.01%	881
2024 Q4	$377K	Buy	+4,807	New	+$346K	0.01%	541

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Advisor Solutions's JEF Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Jefferies Financial Group (JEF) stake by 1% in Q2 2026, selling an estimated $14.1K and leaving 26,583 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #477.

Focus Partners Advisor Solutions first reported a position in JEF in Q4 2024 and has held it in 6 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Focus Partners Advisor Solutions held 26,583 shares of Jefferies Financial Group worth $1.33M as of Q2 2026.
Focus Partners Advisor Solutions sold 273 Jefferies Financial Group shares in Q2 2026, an estimated $14.1K.
Jefferies Financial Group made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #477 holding.
Focus Partners Advisor Solutions first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 6 quarters since.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.