JFS Wealth 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 | $12.8K | Buy |
257
+3
| +1% | +$155 | ﹤0.01% | 905 |
|
|
2026
Q1 | $10.5K | Buy |
254
+8
| +3% | +$415 | ﹤0.01% | 932 |
|
|
2025
Q4 | $15.2K | Buy |
246
+62
| +34% | +$3.55K | ﹤0.01% | 841 |
|
|
2025
Q3 | $12K | Hold |
184
| – | – | ﹤0.01% | 842 |
|
|
2025
Q2 | $10.1K | Sell |
184
-14
| -7% | -$693 | ﹤0.01% | 865 |
|
|
2025
Q1 | $10.6K | Hold |
198
| – | – | ﹤0.01% | 865 |
|
|
2024
Q4 | $15.5K | Buy |
198
+12
| +6% | +$863 | ﹤0.01% | 711 |
|
|
2024
Q3 | $11.4K | Buy |
186
+6
| +3% | +$340 | ﹤0.01% | 807 |
|
|
2024
Q2 | $8.96K | Hold |
180
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $7.94K | Hold |
180
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $7.27K | Sell |
180
-24
| -12% | -$849 | ﹤0.01% | 901 |
|
|
2023
Q3 | $7.47K | Buy |
204
+24
| +13% | +$860 | ﹤0.01% | 827 |
|
|
2023
Q2 | $5.97K | Sell |
180
-42
| -19% | -$1.31K | ﹤0.01% | 919 |
|
|
2023
Q1 | $7.05K | Sell |
222
-22
| -9% | -$795 | ﹤0.01% | 851 |
|
|
2022
Q4 | $7.99K | Buy |
244
+14
| +6% | +$465 | ﹤0.01% | 800 |
|
|
2022
Q3 | $6K | Buy |
230
+192
| +505% | +$5.81K | ﹤0.01% | 920 |
|
|
2022
Q2 | $1K | Sell |
38
-96
| -72% | -$2.84K | ﹤0.01% | 1555 |
|
|
2022
Q1 | $4K | Buy |
134
+56
| +72% | +$1.9K | ﹤0.01% | 1143 |
|
|
2021
Q4 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 952 |
|
|
2020
Q1 | – | Sell |
-956
| Closed | -$20K | – | 534 |
|
|
2019
Q4 | $20K | Hold |
956
| – | – | ﹤0.01% | 305 |
|
|
2019
Q3 | $17K | Sell |
956
-65
| -6% | -$1.16K | ﹤0.01% | 317 |
|
|
2019
Q2 | $18K | Hold |
1,021
| – | – | ﹤0.01% | 319 |
|
|
2019
Q1 | $17K | Hold |
1,021
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $16K | Hold |
1,021
| – | – | ﹤0.01% | 304 |
|
|
2018
Q3 | $20K | Hold |
1,021
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $21K | Hold |
1,021
| – | – | 0.01% | 308 |
|
|
2018
Q1 | $21K | Sell |
1,021
-53
| -5% | -$1.2K | 0.01% | 312 |
|
|
2017
Q4 | $25K | Hold |
1,074
| – | – | 0.01% | 306 |
|
|
2017
Q3 | $24K | Hold |
1,074
| – | – | 0.01% | 300 |
|
|
2017
Q2 | $25K | Hold |
1,074
| – | – | 0.01% | 278 |
|
|
2017
Q1 | $22K | Hold |
1,074
| – | – | 0.01% | 294 |
|
|
2016
Q4 | $22K | Hold |
1,074
| – | – | 0.01% | 294 |
|
|
2016
Q3 | $18K | Hold |
1,074
| – | – | 0.01% | 336 |
|
|
2016
Q2 | $17K | Hold |
1,074
| – | – | ﹤0.01% | 344 |
|
|
2016
Q1 | $16K | Hold |
1,074
| – | – | ﹤0.01% | 346 |
|
|
2015
Q4 | $17K | Buy |
1,074
+113
| +12% | +$1.89K | ﹤0.01% | 339 |
|
|
2015
Q3 | $17K | Buy |
+961
| New | +$19.3K | 0.01% | 287 |
|
Other funds holding JEF
SMFG
MMLI
JFS Wealth Advisors's JEF Position: Q2 2026 in Review
JFS Wealth Advisors increased its Jefferies Financial Group (JEF) stake by 1.2% in Q2 2026, buying an estimated $155 and bringing the position to 257 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #905.
JFS Wealth Advisors first reported a position in JEF in Q3 2015 and has held it in 37 quarters since. The position peaked at $25K in Q4 2017. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- JFS Wealth Advisors held 257 shares of Jefferies Financial Group worth $12.8K as of Q2 2026.
- JFS Wealth Advisors bought 3 Jefferies Financial Group shares in Q2 2026, an estimated $155.
- Jefferies Financial Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #905 holding.
- JFS Wealth Advisors first reported a position in Jefferies Financial Group in Q3 2015 and has held it in 37 quarters since.
- JFS Wealth Advisors's Jefferies Financial Group position peaked at $25K in Q4 2017.
- 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.