Jones Financial Companies
JEF icon

Jones Financial Companies’s Jefferies Financial Group JEF Stock Holding History

Jones Financial Companies’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 		$171K Buy
3,484
+2,094
+151% +$108K ﹤0.01% 2647
2026
Q1 		$55.4K Sell
1,390
-19
-1% -$986 ﹤0.01% 2919
2025
Q4 		$87.3K Buy
1,409
+739
+110% +$42.4K ﹤0.01% 2261
2025
Q3 		$44.7K Buy
670
+14
+2% +$854 ﹤0.01% 2431
2025
Q2 		$36.6K Buy
656
+50
+8% +$2.48K ﹤0.01% 2345
2025
Q1 		$31.7K Buy
606
+593
+4,562% +$40.3K ﹤0.01% 2238
2024
Q4 		$1.02K Sell
13
-127
-91% -$9.14K ﹤0.01% 3136
2024
Q3 		$8.55K Buy
+140
New +$7.94K ﹤0.01% 2269

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

Jones Financial Companies's JEF Position: Q2 2026 in Review

Jones Financial Companies increased its Jefferies Financial Group (JEF) stake by 151% in Q2 2026, buying an estimated $108K and bringing the position to 3,484 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Jones Financial Companies first reported a position in JEF in Q3 2024 and has held it in 8 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Jones Financial Companies held 3,484 shares of Jefferies Financial Group worth $171K as of Q2 2026.
  • Jones Financial Companies bought 2,094 Jefferies Financial Group shares in Q2 2026, an estimated $108K.
  • Jefferies Financial Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2647 holding.
  • Jones Financial Companies first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 8 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.