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

Kestra 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 Q3	$486K	Buy	10,635 +1,631	+18%	+$86.3K	﹤0.01%	2531
2026 Q2	$450K	Buy	+9,004	New	+$464K	﹤0.01%	2421
2026 Q1	–	Sell	-10,209	Closed	-$633K	–	3771
2025 Q4	$633K	Buy	+10,209	New	+$585K	﹤0.01%	1973
2022 Q2	–	Sell	-6,986	Closed	-$219K	–	2195
2022 Q1	$219K	Sell	6,986 -12,595	-64%	-$428K	﹤0.01%	1795
2021 Q4	$726K	Sell	19,581 -904	-4%	-$34.8K	0.01%	1120
2021 Q3	$727K	Buy	+20,485	New	+$685K	0.01%	1186

Other funds holding JEF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Kestra Advisory Services's JEF Position: Q3 2026 in Review

Kestra Advisory Services increased its Jefferies Financial Group (JEF) stake by 18% in Q3 2026, buying an estimated $86.3K and bringing the position to 10,635 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Kestra Advisory Services first reported a position in JEF in Q3 2021 and has held it in 6 quarters since. The position peaked at $727K in Q3 2021. 265 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Kestra Advisory Services held 10,635 shares of Jefferies Financial Group worth $486K as of Q3 2026.
Kestra Advisory Services bought 1,631 Jefferies Financial Group shares in Q3 2026, an estimated $86.3K.
Jefferies Financial Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2531 holding.
Kestra Advisory Services first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 6 quarters since.
Kestra Advisory Services's Jefferies Financial Group position peaked at $727K in Q3 2021.
265 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.