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Integrated Wealth Concepts’s Jefferies Financial Group JEF Stock Holding History

Integrated Wealth Concepts’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 		$972K Sell
19,453
-2,936
-13% -$151K 0.01% 1227
2026
Q1 		$924K Buy
22,389
+13,541
+153% +$703K 0.01% 1161
2025
Q4 		$548K Buy
+8,848
New +$507K 0.01% 1049

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

Integrated Wealth Concepts's JEF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Jefferies Financial Group (JEF) stake by 13% in Q2 2026, selling an estimated $151K and leaving 19,453 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #1227.

Integrated Wealth Concepts first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Integrated Wealth Concepts held 19,453 shares of Jefferies Financial Group worth $972K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,936 Jefferies Financial Group shares in Q2 2026, an estimated $151K.
  • Jefferies Financial Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1227 holding.
  • Integrated Wealth Concepts first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.