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 Q2	$2.75K	Hold	55	–	–	﹤0.01%	1704
2026 Q1	$2.27K	Buy	+55	New	+$2.85K	﹤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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group's JEF Position: Q2 2026 in Review

Mather Group held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 55 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Mather Group first reported a position in JEF in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.31K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Mather Group held 55 shares of Jefferies Financial Group worth $2.75K as of Q2 2026.
Mather Group left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1704 holding.
Mather Group first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 7 quarters since.
Mather Group's Jefferies Financial Group position peaked at $4.31K in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.