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GHP Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

GHP Investment Advisors’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 		$16.4K Hold
328
– – ﹤0.01% 742
2026
Q1 		$13.5K Buy
328
+8
+3% +$415 ﹤0.01% 764
2025
Q4 		$19.8K Hold
320
– – ﹤0.01% 647
2025
Q3 		$20.9K Hold
320
– – ﹤0.01% 625
2025
Q2 		$17.5K Hold
320
– – ﹤0.01% 648
2025
Q1 		$17.1K Hold
320
– – ﹤0.01% 624
2024
Q4 		$25.1K Hold
320
– – ﹤0.01% 570
2024
Q3 		$19.7K Buy
+320
New +$18.2K ﹤0.01% 624
2023
Q4 		– Sell
-320
Closed -$10.6K – 898
2023
Q3 		$10.6K Hold
320
– – ﹤0.01% 689
2023
Q2 		$11.2K Hold
320
– – ﹤0.01% 673
2023
Q1 		$10.2K Sell
320
-15
-4% -$542 ﹤0.01% 683
2022
Q4 		$11K Hold
335
– – ﹤0.01% 673
2022
Q3 		$9K Buy
+335
New +$10.1K ﹤0.01% 700

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

GHP Investment Advisors's JEF Position: Q2 2026 in Review

GHP Investment Advisors held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 328 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

GHP Investment Advisors first reported a position in JEF in Q3 2022 and has held it in 13 quarters since. The position peaked at $25.1K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • GHP Investment Advisors held 328 shares of Jefferies Financial Group worth $16.4K as of Q2 2026.
  • GHP Investment Advisors left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #742 holding.
  • GHP Investment Advisors first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 13 quarters since.
  • GHP Investment Advisors's Jefferies Financial Group position peaked at $25.1K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.