Fortitude Family Office’s Jefferies Financial Group JEF Stock Holding History

Fortitude Family Office’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	$9.74K	Buy	213 +28	+15%	+$1.48K	﹤0.01%	1232
2026 Q2	$9.25K	Buy	185 +12	+7%	+$619	﹤0.01%	806
2026 Q1	$7.14K	Buy	173 +34	+24%	+$1.76K	﹤0.01%	781
2025 Q4	$8.61K	Sell	139 -21	-13%	-$1.2K	﹤0.01%	625
2025 Q3	$10.5K	Buy	160 +2	+1%	+$122	﹤0.01%	556
2025 Q2	$8.64K	Buy	+158	New	+$7.82K	﹤0.01%	602

Other funds holding JEF

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

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

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Fortitude Family Office's JEF Position: Q3 2026 in Review

Fortitude Family Office increased its Jefferies Financial Group (JEF) stake by 15% in Q3 2026, buying an estimated $1.48K and bringing the position to 213 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Fortitude Family Office first reported a position in JEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q3 2025. 47 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Fortitude Family Office held 213 shares of Jefferies Financial Group worth $9.74K as of Q3 2026.
Fortitude Family Office bought 28 Jefferies Financial Group shares in Q3 2026, an estimated $1.48K.
Jefferies Financial Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1232 holding.
Fortitude Family Office first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Jefferies Financial Group position peaked at $10.5K in Q3 2025.
47 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.