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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
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

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

Gradient Investments's JEF Position: Q2 2026 in Review

Gradient Investments increased its Jefferies Financial Group (JEF) stake by 2.5% in Q2 2026, buying an estimated $384K and bringing the position to 308,894 shares worth $15.4M. The position accounts for 0.21% of the portfolio, ranked #133.

Gradient Investments first reported a position in JEF in Q2 2017 and has held it in 25 quarters since. The position peaked at $18.1M in Q4 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Gradient Investments held 308,894 shares of Jefferies Financial Group worth $15.4M as of Q2 2026.
  • Gradient Investments bought 7,453 Jefferies Financial Group shares in Q2 2026, an estimated $384K.
  • Jefferies Financial Group made up 0.21% of Gradient Investments's portfolio in Q2 2026, its #133 holding.
  • Gradient Investments first reported a position in Jefferies Financial Group in Q2 2017 and has held it in 25 quarters since.
  • Gradient Investments's Jefferies Financial Group position peaked at $18.1M in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.