MBL Wealth’s Jefferies Financial Group JEF Stock Holding History

MBL Wealth’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	$280K	Buy	+6,124	New	+$324K	0.02%	499

Other funds holding JEF

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MBL Wealth's JEF Position: Q3 2026 in Review

MBL Wealth opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 6,124 shares worth $280K. The stake represents 0.02% of the portfolio and ranks #499 among its holdings.

429 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

MBL Wealth held 6,124 shares of Jefferies Financial Group worth $280K as of Q3 2026.
Jefferies Financial Group was a new MBL Wealth position in Q3 2026.
Jefferies Financial Group made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #499 holding.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.