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Keating Financial Advisory Services’s Jefferies Financial Group JEF Stock Holding History

Keating Financial Advisory Services’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 		$10.4K Buy
208
+58
+39% +$2.99K ﹤0.01% 1229
2026
Q1 		$6.19K Sell
150
-35
-19% -$1.82K ﹤0.01% 1326
2025
Q4 		$11.5K Buy
+185
New +$10.6K ﹤0.01% 1048

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

Keating Financial Advisory Services's JEF Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Jefferies Financial Group (JEF) stake by 39% in Q2 2026, buying an estimated $2.99K and bringing the position to 208 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Keating Financial Advisory Services first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Keating Financial Advisory Services held 208 shares of Jefferies Financial Group worth $10.4K as of Q2 2026.
  • Keating Financial Advisory Services bought 58 Jefferies Financial Group shares in Q2 2026, an estimated $2.99K.
  • Jefferies Financial Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1229 holding.
  • Keating Financial Advisory Services first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Jefferies Financial Group position peaked at $11.5K in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.