LRI Investments’s Jefferies Financial Group JEF Stock Holding History

LRI Investments’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	$16.1K	Buy	323 +16	+5%	+$825	﹤0.01%	829
2026 Q1	$12.7K	Buy	307 +126	+70%	+$6.54K	﹤0.01%	817
2025 Q4	$11.2K	Hold	181	–	–	﹤0.01%	839
2025 Q3	$11.8K	Hold	181	–	–	﹤0.01%	833
2025 Q2	$9.9K	Hold	181	–	–	﹤0.01%	846
2025 Q1	$9.7K	Hold	181	–	–	﹤0.01%	801
2024 Q4	$14.2K	Hold	181	–	–	﹤0.01%	719
2024 Q3	$13.3K	Hold	181	–	–	﹤0.01%	724
2024 Q2	$9.01K	Hold	181	–	–	﹤0.01%	773
2024 Q1	$7.98K	Buy	+181	New	+$7.54K	﹤0.01%	545

Other funds holding JEF

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

LRI Investments's JEF Position: Q2 2026 in Review

LRI Investments increased its Jefferies Financial Group (JEF) stake by 5.2% in Q2 2026, buying an estimated $825 and bringing the position to 323 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

LRI Investments first reported a position in JEF in Q1 2024 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

LRI Investments held 323 shares of Jefferies Financial Group worth $16.1K as of Q2 2026.
LRI Investments bought 16 Jefferies Financial Group shares in Q2 2026, an estimated $825.
Jefferies Financial Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #829 holding.
LRI Investments first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 10 quarters since.
192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.