GI
JEF icon

Gradient Investments’s Jefferies Financial Group JEF Stock Holding History

Gradient Investments’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 		$16.1M Buy
351,573
+42,679
+14% +$2.26M 0.23% 140
2026
Q2 		$15.4M Buy
308,894
+7,453
+2% +$384K 0.21% 133
2026
Q1 		$12.4M Buy
301,441
+9,661
+3% +$501K 0.19% 146
2025
Q4 		$18.1M Buy
291,780
+259,615
+807% +$14.9M 0.29% 110
2025
Q3 		$2.1M Sell
32,165
-4,445
-12% -$271K 0.04% 189
2025
Q2 		$2M Buy
+36,610
New +$1.81M 0.04% 188
2024
Q1 		– Sell
-35
Closed -$1.41K – 1542
2023
Q4 		$1.41K Hold
35
– – ﹤0.01% 1331
2023
Q3 		$1.28K Hold
35
– – ﹤0.01% 1298
2023
Q2 		$1.16K Buy
+35
New +$1.09K ﹤0.01% 1313
2022
Q4 		– Sell
-412
Closed -$12K – 1581
2022
Q3 		$12K Buy
+412
New +$12.5K ﹤0.01% 766
2022
Q1 		– Sell
-60
Closed -$2K – 1264
2021
Q4 		$2K Buy
+60
New +$2.31K ﹤0.01% 1070
2021
Q2 		– Sell
-2
Closed – – 1211
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1216
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1153
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1176
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1119
2020
Q1 		$0 Sell
2
-15
-88% -$286 ﹤0.01% 1158
2019
Q4 		$0 Hold
17
– – ﹤0.01% 1161
2019
Q3 		$0 Buy
17
+15
+750% +$267 ﹤0.01% 1168
2019
Q2 		$0 Hold
2
– – ﹤0.01% 1046
2019
Q1 		$0 Hold
2
– – ﹤0.01% 928
2018
Q4 		$0 Hold
2
– – ﹤0.01% 1007
2018
Q3 		$0 Hold
2
– – ﹤0.01% 1019
2018
Q2 		$0 Hold
2
– – ﹤0.01% 1068
2018
Q1 		$0 Hold
2
– – ﹤0.01% 1090
2017
Q4 		$0 Buy
+2
New +$46 ﹤0.01% 1047
2017
Q3 		– Sell
-2
Closed – – 484
2017
Q2 		$0 Buy
+2
New +$46 ﹤0.01% 860

Other funds holding JEF

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gradient Investments's JEF Position: Q3 2026 in Review

Gradient Investments increased its Jefferies Financial Group (JEF) stake by 14% in Q3 2026, buying an estimated $2.26M and bringing the position to 351,573 shares worth $16.1M. The position accounts for 0.23% of the portfolio, ranked #140.

Gradient Investments first reported a position in JEF in Q2 2017 and has held it in 26 quarters since. The position peaked at $18.1M in Q4 2025. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Gradient Investments held 351,573 shares of Jefferies Financial Group worth $16.1M as of Q3 2026.
  • Gradient Investments bought 42,679 Jefferies Financial Group shares in Q3 2026, an estimated $2.26M.
  • Jefferies Financial Group made up 0.23% of Gradient Investments's portfolio in Q3 2026, its #140 holding.
  • Gradient Investments first reported a position in Jefferies Financial Group in Q2 2017 and has held it in 26 quarters since.
  • Gradient Investments's Jefferies Financial Group position peaked at $18.1M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.