IFP Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $232K | Buy |
4,646
+935
| +25% | +$48.2K | ﹤0.01% | 1438 |
|
|
2026
Q1 | $153K | Buy |
3,711
+1,007
| +37% | +$52.3K | ﹤0.01% | 1547 |
|
|
2025
Q4 | $168K | Buy |
2,704
+1,446
| +115% | +$82.9K | ﹤0.01% | 1472 |
|
|
2025
Q3 | $82.3K | Buy |
1,258
+642
| +104% | +$39.2K | ﹤0.01% | 1810 |
|
|
2025
Q2 | $36.6K | Sell |
616
-771
| -56% | -$38.2K | ﹤0.01% | 2210 |
|
|
2025
Q1 | $74.3K | Buy |
1,387
+649
| +88% | +$44.1K | ﹤0.01% | 1694 |
|
|
2024
Q4 | $57.9K | Buy |
738
+652
| +758% | +$46.9K | ﹤0.01% | 1759 |
|
|
2024
Q3 | $5.29K | Sell |
86
-346
| -80% | -$19.6K | ﹤0.01% | 2652 |
|
|
2024
Q2 | $21.5K | Hold |
432
| – | – | ﹤0.01% | 2048 |
|
|
2024
Q1 | $19.1K | Buy |
432
+40
| +10% | +$1.67K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $15.8K | Sell |
392
-99
| -20% | -$3.5K | ﹤0.01% | 2010 |
|
|
2023
Q3 | $18K | Sell |
491
-800
| -62% | -$28.7K | ﹤0.01% | 1992 |
|
|
2023
Q2 | $42.8K | Sell |
1,291
-77
| -6% | -$2.4K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $30.2K | Sell |
1,368
-429
| -24% | -$15.5K | ﹤0.01% | 1826 |
|
|
2022
Q4 | $48K | Sell |
1,797
-29,866
| -94% | -$992K | ﹤0.01% | 2277 |
|
|
2022
Q3 | $698K | Buy |
31,663
+208
| +0.7% | +$6.29K | 0.02% | 777 |
|
|
2022
Q2 | $688K | Hold |
31,455
| – | – | 0.02% | 700 |
|
|
2022
Q1 | $688K | Buy |
31,455
+30,550
| +3,376% | +$1.04M | 0.02% | 700 |
|
|
2021
Q4 | $34K | Sell |
905
-5,247
| -85% | -$202K | ﹤0.01% | 1714 |
|
|
2021
Q3 | $222K | Sell |
6,152
-7,228
| -54% | -$242K | ﹤0.01% | 908 |
|
|
2021
Q2 | $437K | Sell |
13,380
-1,535
| -10% | -$46.8K | 0.01% | 588 |
|
|
2021
Q1 | $433K | Buy |
14,915
+11,442
| +329% | +$312K | 0.01% | 565 |
|
|
2020
Q4 | $81K | Buy |
3,473
+70
| +2% | +$1.47K | ﹤0.01% | 1229 |
|
|
2020
Q3 | $59K | Buy |
3,403
+145
| +4% | +$2.37K | ﹤0.01% | 1228 |
|
|
2020
Q2 | $47K | Sell |
3,258
-156
| -5% | -$2.09K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $49K | Buy |
3,414
+3,339
| +4,452% | +$63.7K | ﹤0.01% | 1128 |
|
|
2019
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 2678 |
|
|
2019
Q3 | $1K | Buy |
+75
| New | +$1.33K | ﹤0.01% | 2876 |
|
|
2019
Q1 | $86K | Buy |
4,835
+358
| +8% | +$6.32K | 0.01% | 744 |
|
|
2018
Q4 | $70K | Sell |
4,477
-542
| -11% | -$9.92K | ﹤0.01% | 1402 |
|
|
2018
Q3 | $99K | Sell |
5,019
-2,116
| -30% | -$44.1K | ﹤0.01% | 1476 |
|
|
2018
Q2 | $145K | Buy |
7,135
+283
| +4% | +$5.93K | 0.01% | 1260 |
|
|
2018
Q1 | $162K | Hold |
6,852
| – | – | 0.01% | 1091 |
|
|
2017
Q4 | $162K | Buy |
6,852
+525
| +8% | +$12.1K | 0.01% | 1098 |
|
|
2017
Q3 | $143K | Buy |
6,327
+670
| +12% | +$15K | 0.01% | 1349 |
|
|
2017
Q2 | $132K | Sell |
5,657
-1,334
| -19% | -$30.4K | 0.01% | 1376 |
|
|
2017
Q1 | $163K | Buy |
6,991
+867
| +14% | +$19.4K | 0.01% | 1222 |
|
|
2016
Q4 | $127K | Buy |
6,124
+302
| +5% | +$5.64K | 0.01% | 1305 |
|
|
2016
Q3 | $99K | Hold |
5,822
| – | – | 0.01% | 1367 |
|
|
2016
Q2 | $90K | Buy |
5,822
+987
| +20% | +$15.1K | 0.01% | 1409 |
|
|
2016
Q1 | $86K | Buy |
4,835
+526
| +12% | +$7.4K | 0.01% | 744 |
|
|
2015
Q4 | $67K | Buy |
+4,309
| New | +$72.1K | ﹤0.01% | 1429 |
|
Other funds holding JEF
SMFG
MMLI
IFP Advisors's JEF Position: Q2 2026 in Review
IFP Advisors increased its Jefferies Financial Group (JEF) stake by 25% in Q2 2026, buying an estimated $48.2K and bringing the position to 4,646 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.
IFP Advisors first reported a position in JEF in Q4 2015 and has held it in 42 quarters since. The position peaked at $698K in Q3 2022. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- IFP Advisors held 4,646 shares of Jefferies Financial Group worth $232K as of Q2 2026.
- IFP Advisors bought 935 Jefferies Financial Group shares in Q2 2026, an estimated $48.2K.
- Jefferies Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1438 holding.
- IFP Advisors first reported a position in Jefferies Financial Group in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Jefferies Financial Group position peaked at $698K in Q3 2022.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.