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MBM Wealth Consultants’s Jefferies Financial Group JEF Stock Holding History

MBM Wealth Consultants’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 		$242K Sell
4,851
-27,502
-85% -$1.42M 0.05% 119
2026
Q1 		$1.34M Buy
32,353
+5,603
+21% +$291K 0.31% 48
2025
Q4 		$1.66M Buy
26,750
+355
+1% +$20.3K 0.39% 40
2025
Q3 		$1.73M Sell
26,395
-4,704
-15% -$287K 0.43% 35
2025
Q2 		$1.7M Buy
31,099
+3,472
+13% +$172K 0.46% 35
2025
Q1 		$1.48M Sell
27,627
-216
-0.8% -$14.7K 0.44% 37
2024
Q4 		$2.2M Sell
27,843
-334
-1% -$24K 0.66% 21
2024
Q3 		$1.73M Buy
28,177
+1,333
+5% +$75.6K 0.55% 26
2024
Q2 		$1.38M Buy
26,844
+826
+3% +$37.1K 0.47% 32
2024
Q1 		$1.15M Buy
26,018
+894
+4% +$37.2K 0.4% 41
2023
Q4 		$1.03M Buy
25,124
+2,101
+9% +$74.3K 0.38% 41
2023
Q3 		$766K Buy
23,023
+3,148
+16% +$113K 0.33% 48
2023
Q2 		$701K Buy
19,875
+4,563
+30% +$142K 0.3% 51
2023
Q1 		$570K Sell
15,312
-704
-4% -$25.4K 0.23% 51
2022
Q4 		$524K Buy
+16,016
New +$532K 0.24% 53

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBM Wealth Consultants's JEF Position: Q2 2026 in Review

MBM Wealth Consultants reduced its Jefferies Financial Group (JEF) stake by 85% in Q2 2026, selling an estimated $1.42M and leaving 4,851 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #119.

MBM Wealth Consultants first reported a position in JEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q4 2024. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • MBM Wealth Consultants held 4,851 shares of Jefferies Financial Group worth $242K as of Q2 2026.
  • MBM Wealth Consultants sold 27,502 Jefferies Financial Group shares in Q2 2026, an estimated $1.42M.
  • Jefferies Financial Group made up 0.05% of MBM Wealth Consultants's portfolio in Q2 2026, its #119 holding.
  • MBM Wealth Consultants first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 15 quarters since.
  • MBM Wealth Consultants's Jefferies Financial Group position peaked at $2.2M in Q4 2024.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.