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Institute for Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Institute for 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 		$106K Buy
+2,119
New +$109K 0.01% 666
2022
Q3 		– Sell
-25,176
Closed -$665K – 486
2022
Q2 		$665K Buy
25,176
+9,414
+60% +$278K 0.13% 196
2022
Q1 		$495K Buy
+15,762
New +$535K 0.08% 291

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

Institute for Wealth Management's JEF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 2,119 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in JEF as recently as Q2 2022.

Institute for Wealth Management first reported a position in JEF in Q1 2022 and has held it in 3 quarters since. The position peaked at $665K in Q2 2022. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Institute for Wealth Management held 2,119 shares of Jefferies Financial Group worth $106K as of Q2 2026.
  • Jefferies Financial Group was a new Institute for Wealth Management position in Q2 2026.
  • Jefferies Financial Group made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #666 holding.
  • Institute for Wealth Management first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Jefferies Financial Group position peaked at $665K in Q2 2022.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.