Larson Financial Group
JEF icon

Larson Financial Group’s Jefferies Financial Group JEF Stock Holding History

Larson Financial Group’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 		$116K Buy
2,530
+386
+18% +$20.4K ﹤0.01% 1174
2026
Q2 		$107K Buy
2,144
+355
+20% +$18.3K ﹤0.01% 1146
2026
Q1 		$73.8K Buy
1,789
+1,428
+396% +$74.1K ﹤0.01% 1140
2025
Q4 		$22.4K Sell
361
-3
-0.8% -$172 ﹤0.01% 1651
2025
Q3 		$23.8K Buy
364
+174
+92% +$10.6K ﹤0.01% 1536
2025
Q2 		$10.4K Buy
190
+47
+33% +$2.33K ﹤0.01% 1793
2025
Q1 		$7.66K Sell
143
-143
-50% -$9.7K ﹤0.01% 1738
2024
Q4 		$22.4K Buy
286
+39
+16% +$2.81K ﹤0.01% 1170
2024
Q3 		$15.2K Buy
+247
New +$14K ﹤0.01% 1312
2023
Q1 		– Sell
-292
Closed -$9.6K – 1580
2022
Q4 		$9.6K Buy
+292
New +$9.7K ﹤0.01% 873

Other funds holding JEF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
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
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Larson Financial Group's JEF Position: Q3 2026 in Review

Larson Financial Group increased its Jefferies Financial Group (JEF) stake by 18% in Q3 2026, buying an estimated $20.4K and bringing the position to 2,530 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Larson Financial Group first reported a position in JEF in Q4 2022 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Larson Financial Group held 2,530 shares of Jefferies Financial Group worth $116K as of Q3 2026.
  • Larson Financial Group bought 386 Jefferies Financial Group shares in Q3 2026, an estimated $20.4K.
  • Jefferies Financial Group made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1174 holding.
  • Larson Financial Group first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 10 quarters since.
  • 265 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.