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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortitude Family Office's JEF Position: Q2 2026 in Review

Fortitude Family Office increased its Jefferies Financial Group (JEF) stake by 6.9% in Q2 2026, buying an estimated $619 and bringing the position to 185 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Fortitude Family Office first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5K in Q3 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Fortitude Family Office held 185 shares of Jefferies Financial Group worth $9.25K as of Q2 2026.
  • Fortitude Family Office bought 12 Jefferies Financial Group shares in Q2 2026, an estimated $619.
  • Jefferies Financial Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #806 holding.
  • Fortitude Family Office first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Jefferies Financial Group position peaked at $10.5K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.