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HB Wealth Management’s Jefferies Financial Group JEF Stock Holding History

HB Wealth Management’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 		$1.05M Buy
20,962
+9,195
+78% +$474K 0.01% 724
2026
Q1 		$486K Buy
11,767
+1,689
+17% +$87.7K ﹤0.01% 993
2025
Q4 		$625K Buy
10,078
+3,533
+54% +$203K ﹤0.01% 804
2025
Q3 		$428K Buy
6,545
+357
+6% +$21.8K ﹤0.01% 923
2025
Q2 		$338K Buy
6,188
+270
+5% +$13.4K ﹤0.01% 896
2025
Q1 		$317K Buy
5,918
+527
+10% +$35.8K ﹤0.01% 942
2024
Q4 		$423K Buy
+5,391
New +$388K ﹤0.01% 678

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

HB Wealth Management's JEF Position: Q2 2026 in Review

HB Wealth Management increased its Jefferies Financial Group (JEF) stake by 78% in Q2 2026, buying an estimated $474K and bringing the position to 20,962 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #724.

HB Wealth Management first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • HB Wealth Management held 20,962 shares of Jefferies Financial Group worth $1.05M as of Q2 2026.
  • HB Wealth Management bought 9,195 Jefferies Financial Group shares in Q2 2026, an estimated $474K.
  • Jefferies Financial Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #724 holding.
  • HB Wealth Management first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.