LPL Financial
JEF icon

LPL Financial’s Jefferies Financial Group JEF Stock Holding History

LPL Financial’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 		$6.36M Buy
127,347
+1,382
+1% +$71.2K ﹤0.01% 2573
2026
Q1 		$5.2M Sell
125,965
-199,127
-61% -$10.3M ﹤0.01% 2587
2025
Q4 		$20.1M Sell
325,092
-34,711
-10% -$1.99M 0.01% 1406
2025
Q3 		$23.5M Buy
359,803
+2,455
+0.7% +$150K 0.01% 1254
2025
Q2 		$19.5M Buy
357,348
+10,466
+3% +$518K 0.01% 1271
2025
Q1 		$18.6M Sell
346,882
-28,649
-8% -$1.94M 0.01% 1191
2024
Q4 		$29.4M Buy
375,531
+261,061
+228% +$18.8M 0.01% 883
2024
Q3 		$7.05M Buy
114,470
+7,966
+7% +$452K ﹤0.01% 1722
2024
Q2 		$5.3M Sell
106,504
-4,962
-4% -$223K ﹤0.01% 1797
2024
Q1 		$4.92M Buy
111,466
+286
+0.3% +$11.9K ﹤0.01% 1796
2023
Q4 		$4.49M Buy
111,180
+8,693
+8% +$307K ﹤0.01% 1755
2023
Q3 		$3.75M Buy
102,487
+395
+0.4% +$14.2K ﹤0.01% 1769
2023
Q2 		$3.39M Buy
102,092
+8,232
+9% +$257K ﹤0.01% 1823
2023
Q1 		$2.98M Buy
93,860
+62,388
+198% +$2.25M ﹤0.01% 1844
2022
Q4 		$1.03M Buy
31,472
+1,429
+5% +$47.5K ﹤0.01% 2618
2022
Q3 		$847K Buy
30,043
+1,842
+7% +$55.8K ﹤0.01% 2671
2022
Q2 		$745K Sell
28,201
-2,280
-7% -$67.4K ﹤0.01% 2844
2022
Q1 		$957K Sell
30,481
-237,637
-89% -$8.07M ﹤0.01% 2647
2021
Q4 		$9.95M Sell
268,118
-3,503
-1% -$135K 0.01% 1023
2021
Q3 		$9.64M Buy
271,621
+13,937
+5% +$466K 0.01% 987
2021
Q2 		$8.43M Buy
257,684
+12,413
+5% +$379K 0.01% 1012
2021
Q1 		$7.06M Buy
245,271
+233,929
+2,063% +$6.38M 0.01% 1017
2020
Q4 		$267K Sell
11,342
-240
-2% -$5.04K ﹤0.01% 3301
2020
Q3 		$199K Buy
11,582
+619
+6% +$10.1K ﹤0.01% 3208
2020
Q2 		$163K Sell
10,963
-2,349
-18% -$31.5K ﹤0.01% 3182
2020
Q1 		$174K Buy
+13,312
New +$254K ﹤0.01% 2862
2019
Q3 		– Sell
-11,811
Closed -$203K – 3338
2019
Q2 		$203K Buy
+11,811
New +$203K ﹤0.01% 3016
2019
Q1 		– Sell
-14,829
Closed -$230K – 3219
2018
Q4 		$230K Sell
14,829
-3,423
-19% -$62.7K ﹤0.01% 2700
2018
Q3 		$359K Buy
18,252
+3,476
+24% +$72.5K ﹤0.01% 2521
2018
Q2 		$301K Buy
14,776
+1,324
+10% +$27.7K ﹤0.01% 2648
2018
Q1 		$274K Sell
13,452
-12,597
-48% -$285K ﹤0.01% 2699
2017
Q4 		$618K Sell
26,049
-7,084
-21% -$163K ﹤0.01% 1873
2017
Q3 		$749K Sell
33,133
-11,597
-26% -$260K ﹤0.01% 1641
2017
Q2 		$1.05M Sell
44,730
-766
-2% -$17.4K ﹤0.01% 1343
2017
Q1 		$1.06M Sell
45,496
-3,097
-6% -$69.2K 0.01% 1221
2016
Q4 		$1.01M Sell
48,593
-2,765
-5% -$51.7K 0.01% 1208
2016
Q3 		$867K Sell
51,358
-944
-2% -$15.6K 0.01% 1308
2016
Q2 		$807K Sell
52,302
-11,952
-19% -$183K 0.01% 1312
2016
Q1 		$919K Sell
64,254
-42,083
-40% -$592K ﹤0.01% 1731
2015
Q4 		$1.62M Buy
106,337
+41,051
+63% +$686K ﹤0.01% 1313
2015
Q3 		$1.17M Sell
65,286
-11,963
-15% -$240K 0.01% 1145
2015
Q2 		$1.69M Buy
77,249
+47,165
+157% +$1.01M 0.01% 1010
2015
Q1 		$601K Buy
30,084
+14,989
+99% +$310K ﹤0.01% 1723
2014
Q4 		$303K Buy
15,095
+3,804
+34% +$78.5K ﹤0.01% 2145
2014
Q3 		$237K Buy
11,291
+1,993
+21% +$44.9K ﹤0.01% 2336
2014
Q2 		$218K Sell
9,298
-226
-2% -$5.25K ﹤0.01% 2422
2014
Q1 		$239K Sell
9,524
-23,570
-71% -$582K ﹤0.01% 2304
2013
Q4 		$840K Sell
33,094
-23,532
-42% -$595K 0.01% 1357
2013
Q3 		$1.45M Sell
56,626
-1,690
-3% -$40.5K 0.01% 977
2013
Q2 		$1.37M Buy
+58,316
New +$1.53M 0.01% 932

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

LPL Financial's JEF Position: Q2 2026 in Review

LPL Financial increased its Jefferies Financial Group (JEF) stake by 1.1% in Q2 2026, buying an estimated $71.2K and bringing the position to 127,347 shares worth $6.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

LPL Financial first reported a position in JEF in Q2 2013 and has held it in 50 quarters since. The position peaked at $29.4M in Q4 2024. 282 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • LPL Financial held 127,347 shares of Jefferies Financial Group worth $6.36M as of Q2 2026.
  • LPL Financial bought 1,382 Jefferies Financial Group shares in Q2 2026, an estimated $71.2K.
  • Jefferies Financial Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2573 holding.
  • LPL Financial first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 50 quarters since.
  • LPL Financial's Jefferies Financial Group position peaked at $29.4M in Q4 2024.
  • 282 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.