BPI
JEF icon

BFC Planning, Inc.’s Jefferies Financial Group JEF Stock Holding History

BFC Planning, Inc.’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 		$34.9K Buy
+698
New +$36K ﹤0.01% 1736
2026
Q1 		– Sell
-44
Closed -$2.73K – 3184
2025
Q4 		$2.73K Sell
44
-17
-28% -$974 ﹤0.01% 2542
2025
Q3 		$3.99K Sell
61
-24
-28% -$1.46K ﹤0.01% 2268
2025
Q2 		$4.65K Buy
+85
New +$4.21K ﹤0.01% 2082
2025
Q1 		– Sell
-473
Closed -$37.1K – 2706
2024
Q4 		$37.1K Buy
+473
New +$34K ﹤0.01% 1227

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
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.33B AUM 2.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Mutual Life Insurance
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 $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s JEF Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 698 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in JEF as recently as Q4 2025.

BFC Planning, Inc. first reported a position in JEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $37.1K in Q4 2024. 593 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • BFC Planning, Inc. held 698 shares of Jefferies Financial Group worth $34.9K as of Q2 2026.
  • Jefferies Financial Group was a new BFC Planning, Inc. position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1736 holding.
  • BFC Planning, Inc. first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Jefferies Financial Group position peaked at $37.1K in Q4 2024.
  • 593 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.