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Marshall & Sterling Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q2 		– Sell
-104
Closed -$5.57K – 661
2025
Q1 		$5.57K Buy
+104
New +$7.06K ﹤0.01% 448

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's JEF Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 104 shares — an estimated $5.57K sold.

Marshall & Sterling Wealth Advisors first reported a position in JEF in Q1 2025 and held it in 1 quarter. The position peaked at $5.57K in Q1 2025. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 104 Jefferies Financial Group shares in Q2 2025, an estimated $5.57K.
  • Marshall & Sterling Wealth Advisors first reported a position in Jefferies Financial Group in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Jefferies Financial Group position peaked at $5.57K in Q1 2025.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.