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MassMutual Private Wealth & Trust’s Jefferies Financial Group JEF Stock Holding History

MassMutual Private Wealth & Trust’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 		$16.6K Sell
332
-820
-71% -$42.3K ﹤0.01% 1181
2026
Q1 		$47.5K Sell
1,152
-35
-3% -$1.82K ﹤0.01% 789
2025
Q4 		$73.6K Hold
1,187
– – ﹤0.01% 672
2025
Q3 		$77.7K Sell
1,187
-153
-11% -$9.33K ﹤0.01% 668
2025
Q2 		$73.3K Sell
1,340
-185
-12% -$9.16K ﹤0.01% 680
2025
Q1 		$81.7K Buy
1,525
+783
+106% +$53.1K ﹤0.01% 608
2024
Q4 		$58.2K Buy
742
+127
+21% +$9.14K ﹤0.01% 709
2024
Q3 		$37.9K Buy
615
+95
+18% +$5.39K ﹤0.01% 736
2024
Q2 		$25.9K Buy
520
+224
+76% +$10.1K ﹤0.01% 798
2024
Q1 		$13.1K Sell
296
-7
-2% -$292 ﹤0.01% 955
2023
Q4 		$12.2K Buy
303
+37
+14% +$1.31K ﹤0.01% 950
2023
Q3 		$9.74K Hold
266
– – ﹤0.01% 1012
2023
Q2 		$8.82K Sell
266
-83
-24% -$2.59K ﹤0.01% 1002
2023
Q1 		$11.1K Sell
349
-33
-9% -$1.19K ﹤0.01% 910
2022
Q4 		$13K Buy
382
+96
+34% +$3.19K ﹤0.01% 736
2022
Q3 		$8K Buy
286
+100
+54% +$3.03K ﹤0.01% 812
2022
Q2 		$5K Buy
186
+7
+4% +$207 ﹤0.01% 894
2022
Q1 		$6K Buy
179
+23
+15% +$781 ﹤0.01% 873
2021
Q4 		$6K Hold
156
– – ﹤0.01% 857
2021
Q3 		$6K Hold
156
– – ﹤0.01% 827
2021
Q2 		$5K Hold
156
– – ﹤0.01% 844
2021
Q1 		$4K Buy
156
+66
+73% +$1.8K ﹤0.01% 766
2020
Q4 		$2K Buy
+90
New +$1.89K ﹤0.01% 786
2016
Q2 		– Sell
-379
Closed -$5.48K – 872
2016
Q1 		$5.48K Buy
+379
New +$5.33K ﹤0.01% 624

Other funds holding JEF

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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Retirement Systems of Alabama
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
GI
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WW
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

MassMutual Private Wealth & Trust's JEF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Jefferies Financial Group (JEF) stake by 71% in Q2 2026, selling an estimated $42.3K and leaving 332 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

MassMutual Private Wealth & Trust first reported a position in JEF in Q1 2016 and has held it in 24 quarters since. The position peaked at $81.7K in Q1 2025. 192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 332 shares of Jefferies Financial Group worth $16.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 820 Jefferies Financial Group shares in Q2 2026, an estimated $42.3K.
  • Jefferies Financial Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1181 holding.
  • MassMutual Private Wealth & Trust first reported a position in Jefferies Financial Group in Q1 2016 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's Jefferies Financial Group position peaked at $81.7K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.