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MKT Advisors’s Jefferies Financial Group JEF Stock Holding History

MKT Advisors’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 		$279K Hold
5,275
– – 0.09% 129
2026
Q1 		$222K Hold
5,275
– – 0.07% 150
2025
Q4 		$340K Hold
5,275
– – 0.12% 116
2025
Q3 		$335K Hold
5,275
– – 0.12% 119
2025
Q2 		$293K Hold
5,275
– – 0.12% 127
2025
Q1 		$222K Hold
5,275
– – 0.1% 132
2024
Q4 		$400K Hold
5,275
– – 0.17% 87
2024
Q3 		$329K Hold
5,275
– – 0.15% 100
2024
Q2 		$272K Hold
5,275
– – 0.14% 117
2024
Q1 		$229K Hold
5,275
– – 0.13% 126
2023
Q4 		$212K Buy
+5,275
New +$187K 0.14% 135
2023
Q1 		– Sell
-5,536
Closed -$209K – 150
2022
Q4 		$209K Buy
+5,536
New +$184K 0.16% 131

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

MKT Advisors's JEF Position: Q2 2026 in Review

MKT Advisors held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 5,275 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #129.

MKT Advisors first reported a position in JEF in Q4 2022 and has held it in 12 quarters since. The position peaked at $400K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • MKT Advisors held 5,275 shares of Jefferies Financial Group worth $279K as of Q2 2026.
  • MKT Advisors left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up 0.09% of MKT Advisors's portfolio in Q2 2026, its #129 holding.
  • MKT Advisors first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 12 quarters since.
  • MKT Advisors's Jefferies Financial Group position peaked at $400K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.