M.E. Allison & Co’s Jefferies Financial Group JEF Stock Holding History

M.E. Allison & Co’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	$270K	Hold	5,400	–	–	0.16%	161
2026 Q1	$223K	Hold	5,400	–	–	0.15%	173
2025 Q4	$335K	Hold	5,400	–	–	0.23%	116
2025 Q3	$353K	Hold	5,400	–	–	0.25%	111
2025 Q2	$295K	Hold	5,400	–	–	0.24%	118
2025 Q1	$289K	Hold	5,400	–	–	0.29%	106
2024 Q4	$423K	Buy	+5,400	New	+$388K	0.47%	64

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

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

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

MIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

M.E. Allison & Co's JEF Position: Q2 2026 in Review

M.E. Allison & Co held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 5,400 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #161.

M.E. Allison & Co first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q4 2024. 67 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

M.E. Allison & Co held 5,400 shares of Jefferies Financial Group worth $270K as of Q2 2026.
M.E. Allison & Co left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.16% of M.E. Allison & Co's portfolio in Q2 2026, its #161 holding.
M.E. Allison & Co first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
M.E. Allison & Co's Jefferies Financial Group position peaked at $423K in Q4 2024.
67 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.