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

HFM 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 		$1.35K Buy
27
+22
+440% +$1.13K ﹤0.01% 619
2026
Q1 		$206 Sell
5
-3
-38% -$156 ﹤0.01% 982
2025
Q4 		$496 Sell
8
-4
-33% -$229 ﹤0.01% 722
2025
Q3 		$785 Buy
12
+4
+50% +$244 ﹤0.01% 470
2025
Q2 		$438 Buy
8
+5
+167% +$248 ﹤0.01% 701
2025
Q1 		$161 Buy
+3
New +$204 ﹤0.01% 709

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

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

HFM Investment Advisors increased its Jefferies Financial Group (JEF) stake by 440% in Q2 2026, buying an estimated $1.13K and bringing the position to 27 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

HFM Investment Advisors first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • HFM Investment Advisors held 27 shares of Jefferies Financial Group worth $1.35K as of Q2 2026.
  • HFM Investment Advisors bought 22 Jefferies Financial Group shares in Q2 2026, an estimated $1.13K.
  • Jefferies Financial Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #619 holding.
  • HFM Investment Advisors first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.