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Friedenthal Financial’s Jefferies Financial Group JEF Stock Holding History

Friedenthal Financial’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 		$1.04M Buy
+20,859
New +$1.08M 0.48% 72
2025
Q1 		– Sell
-9,845
Closed -$772K – 263
2024
Q4 		$772K Buy
+9,845
New +$708K 0.45% 60

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Friedenthal Financial's JEF Position: Q2 2026 in Review

Friedenthal Financial opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 20,859 shares worth $1.04M. The stake represents 0.48% of the portfolio and ranks #72 among its holdings. This is a return to the name: Friedenthal Financial previously reported a position in JEF as recently as Q4 2024.

Friedenthal Financial first reported a position in JEF in Q4 2024 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Friedenthal Financial held 20,859 shares of Jefferies Financial Group worth $1.04M as of Q2 2026.
  • Jefferies Financial Group was a new Friedenthal Financial position in Q2 2026.
  • Jefferies Financial Group made up 0.48% of Friedenthal Financial's portfolio in Q2 2026, its #72 holding.
  • Friedenthal Financial first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.