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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's JEF Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 9,004 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #2421 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in JEF as recently as Q4 2025.

Kestra Advisory Services first reported a position in JEF in Q3 2021 and has held it in 5 quarters since. The position peaked at $727K in Q3 2021. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Kestra Advisory Services held 9,004 shares of Jefferies Financial Group worth $450K as of Q2 2026.
Jefferies Financial Group was a new Kestra Advisory Services position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2421 holding.
Kestra Advisory Services first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 5 quarters since.
Kestra Advisory Services's Jefferies Financial Group position peaked at $727K in Q3 2021.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.