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Merit Financial Group’s Jefferies Financial Group JEF Stock Holding History

Merit Financial 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 		$1.77M Buy
35,494
+18,454
+108% +$951K 0.01% 801
2026
Q1 		$703K Buy
17,040
+568
+3% +$29.5K 0.01% 1168
2025
Q4 		$1.02M Buy
16,472
+9,785
+146% +$561K 0.01% 947
2025
Q3 		$437K Buy
6,687
+686
+11% +$41.8K ﹤0.01% 1266
2025
Q2 		$328K Buy
+6,001
New +$297K ﹤0.01% 1294

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
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
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Merit Financial Group's JEF Position: Q2 2026 in Review

Merit Financial Group increased its Jefferies Financial Group (JEF) stake by 108% in Q2 2026, buying an estimated $951K and bringing the position to 35,494 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #801.

Merit Financial Group first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Merit Financial Group held 35,494 shares of Jefferies Financial Group worth $1.77M as of Q2 2026.
  • Merit Financial Group bought 18,454 Jefferies Financial Group shares in Q2 2026, an estimated $951K.
  • Jefferies Financial Group made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #801 holding.
  • Merit Financial Group first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.