Mather Group’s Jefferies Financial Group JEF Stock Holding History

Mather Group’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	$5.49K	Buy	120 +65	+118%	+$3.44K	﹤0.01%	1798
2026 Q2	$2.75K	Hold	55	–	–	﹤0.01%	1704
2026 Q1	$2.27K	Buy	+55	New	+$2.86K	﹤0.01%	1685
2025 Q4	–	Sell	-55	Closed	-$3.6K	–	1165
2025 Q3	$3.6K	Buy	+55	New	+$3.35K	﹤0.01%	1459
2025 Q2	–	Sell	-55	Closed	-$2.95K	–	1185
2025 Q1	$2.95K	Hold	55	–	–	﹤0.01%	1510
2024 Q4	$4.31K	Hold	55	–	–	﹤0.01%	1403
2024 Q3	$3.38K	Hold	55	–	–	﹤0.01%	1369
2024 Q2	$2.43K	Buy	+55	New	+$2.47K	﹤0.01%	1835

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $186M AUM 13.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mather Group's JEF Position: Q3 2026 in Review

Mather Group increased its Jefferies Financial Group (JEF) stake by 118% in Q3 2026, buying an estimated $3.44K and bringing the position to 120 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Mather Group first reported a position in JEF in Q2 2024 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Mather Group held 120 shares of Jefferies Financial Group worth $5.49K as of Q3 2026.
Mather Group bought 65 Jefferies Financial Group shares in Q3 2026, an estimated $3.44K.
Jefferies Financial Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1798 holding.
Mather Group first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.