GI
JEF icon

GAMMA Investing’s Jefferies Financial Group JEF Stock Holding History

GAMMA Investing’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 		$78.2K Buy
1,709
+791
+86% +$41.9K ﹤0.01% 2052
2026
Q2 		$45.9K Buy
918
+83
+10% +$4.28K ﹤0.01% 2359
2026
Q1 		$34.5K Sell
835
-1,269
-60% -$65.9K ﹤0.01% 2431
2025
Q4 		$130K Sell
2,104
-157
-7% -$9K 0.01% 1381
2025
Q3 		$148K Buy
2,261
+386
+21% +$23.5K 0.01% 1189
2025
Q2 		$103K Buy
1,875
+724
+63% +$35.8K 0.01% 1420
2025
Q1 		$61.7K Buy
1,151
+637
+124% +$43.2K ﹤0.01% 1643
2024
Q4 		$40.3K Buy
514
+315
+158% +$22.7K ﹤0.01% 1824
2024
Q3 		$12.2K Buy
199
+100
+101% +$5.67K ﹤0.01% 2367
2024
Q2 		$4.93K Hold
99
– – ﹤0.01% 2579
2024
Q1 		$4.37K Buy
99
+5
+5% +$208 ﹤0.01% 2464
2023
Q4 		$3.83K Buy
+94
New +$3.33K ﹤0.01% 2349

Other funds holding JEF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GAMMA Investing's JEF Position: Q3 2026 in Review

GAMMA Investing increased its Jefferies Financial Group (JEF) stake by 86% in Q3 2026, buying an estimated $41.9K and bringing the position to 1,709 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

GAMMA Investing first reported a position in JEF in Q4 2023 and has held it in 12 quarters since. The position peaked at $148K in Q3 2025. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • GAMMA Investing held 1,709 shares of Jefferies Financial Group worth $78.2K as of Q3 2026.
  • GAMMA Investing bought 791 Jefferies Financial Group shares in Q3 2026, an estimated $41.9K.
  • Jefferies Financial Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2052 holding.
  • GAMMA Investing first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Jefferies Financial Group position peaked at $148K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.