MAM
JEF icon

Marquette Asset Management’s Jefferies Financial Group JEF Stock Holding History

Marquette Asset Management’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 		$3.11K Hold
68
– – ﹤0.01% 454
2026
Q2 		$3.4K Hold
68
– – ﹤0.01% 488
2026
Q1 		$2.81K Buy
+68
New +$3.53K ﹤0.01% 464

Other funds holding JEF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Marquette Asset Management's JEF Position: Q3 2026 in Review

Marquette Asset Management held its Jefferies Financial Group (JEF) position steady in Q3 2026 at 68 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Marquette Asset Management first reported a position in JEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.4K in Q2 2026. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Marquette Asset Management held 68 shares of Jefferies Financial Group worth $3.11K as of Q3 2026.
  • Marquette Asset Management left its Jefferies Financial Group share count unchanged in Q3 2026.
  • Jefferies Financial Group made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #454 holding.
  • Marquette Asset Management first reported a position in Jefferies Financial Group in Q1 2026 and has held it in 3 quarters since.
  • Marquette Asset Management's Jefferies Financial Group position peaked at $3.4K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.