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Global Retirement Partners’s Jefferies Financial Group JEF Stock Holding History

Global Retirement Partners’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 		$36.3K Buy
+727
New +$37.5K ﹤0.01% 2716
2025
Q4 		$227K Buy
3,657
+615
+20% +$35.3K ﹤0.01% 1398
2025
Q3 		$199K Buy
3,042
+461
+18% +$28.1K ﹤0.01% 1184
2025
Q2 		$141K Buy
+2,581
New +$128K ﹤0.01% 1263
2024
Q4 		$228K Buy
2,911
+2,839
+3,943% +$204K 0.01% 899
2024
Q3 		$4.43K Sell
72
-6
-8% -$340 ﹤0.01% 2613
2024
Q2 		$3.88K Hold
78
– – ﹤0.01% 2721
2024
Q1 		$3.44K Hold
78
– – ﹤0.01% 2548
2023
Q4 		$3.12K Buy
78
+3
+4% +$106 ﹤0.01% 2507
2023
Q3 		$2.63K Hold
75
– – ﹤0.01% 2430
2023
Q2 		$2.49K Buy
75
+1
+1% +$31 ﹤0.01% 2456
2023
Q1 		$2.24K Sell
74
-104
-58% -$3.76K ﹤0.01% 2467
2022
Q4 		$5.83K Hold
178
– – ﹤0.01% 1977
2022
Q3 		$6K Hold
178
– – ﹤0.01% 1868
2022
Q2 		$5K Sell
178
-35
-16% -$1.03K ﹤0.01% 1890
2022
Q1 		$6K Buy
+213
New +$7.23K ﹤0.01% 1826
2021
Q4 		– Sell
-119
Closed -$4K – 1061
2021
Q3 		$4K Sell
119
-100
-46% -$3.35K ﹤0.01% 1684
2021
Q2 		$7K Sell
219
-535
-71% -$16.3K ﹤0.01% 1483
2021
Q1 		$22K Sell
754
-1,004
-57% -$27.4K ﹤0.01% 1079
2020
Q4 		$41K Buy
+1,758
New +$36.9K 0.01% 796

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 $3.38T AUM 44.17% 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

Global Retirement Partners's JEF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 727 shares worth $36.3K. The stake represents ﹤0.01% of the portfolio and ranks #2716 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JEF as recently as Q4 2025.

Global Retirement Partners first reported a position in JEF in Q4 2020 and has held it in 20 quarters since. The position peaked at $228K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Global Retirement Partners held 727 shares of Jefferies Financial Group worth $36.3K as of Q2 2026.
  • Jefferies Financial Group was a new Global Retirement Partners position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2716 holding.
  • Global Retirement Partners first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Jefferies Financial Group position peaked at $228K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.