Hughes Financial Services’s Jefferies Financial Group JEF Stock Holding History

Hughes Financial Services’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	$250	Buy	5 +1	+25%	+$52	﹤0.01%	1229
2026 Q1	$165	Sell	4 -32	-89%	-$1.66K	﹤0.01%	1143
2025 Q4	$2.23K	Hold	36	–	–	﹤0.01%	529
2025 Q3	$2.01K	Hold	36	–	–	﹤0.01%	558
2025 Q2	$2.08K	Buy	36 +18	+100%	+$891	﹤0.01%	542
2025 Q1	$964	Buy	+18	New	+$1.22K	﹤0.01%	716

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Hughes Financial Services's JEF Position: Q2 2026 in Review

Hughes Financial Services increased its Jefferies Financial Group (JEF) stake by 25% in Q2 2026, buying an estimated $52 and bringing the position to 5 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Hughes Financial Services first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.23K in Q4 2025. 123 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Hughes Financial Services held 5 shares of Jefferies Financial Group worth $250 as of Q2 2026.
Hughes Financial Services bought 1 Jefferies Financial Group share in Q2 2026, an estimated $52.
Jefferies Financial Group made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1229 holding.
Hughes Financial Services first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Jefferies Financial Group position peaked at $2.23K in Q4 2025.
123 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.