Moisand Fitzgerald Tamayo’s Jefferies Financial Group JEF Stock Holding History

Moisand Fitzgerald Tamayo’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	$21.6K	Hold	433	–	–	﹤0.01%	282
2026 Q1	$17.9K	Hold	433	–	–	﹤0.01%	280
2025 Q4	$26.8K	Hold	433	–	–	﹤0.01%	253
2025 Q3	$28.3K	Hold	433	–	–	﹤0.01%	248
2025 Q2	$23.7K	Hold	433	–	–	﹤0.01%	264
2025 Q1	$23.2K	Hold	433	–	–	﹤0.01%	260
2024 Q4	$33.9K	Hold	433	–	–	﹤0.01%	228
2024 Q3	$26.7K	Hold	433	–	–	﹤0.01%	252
2024 Q2	$21.5K	Hold	433	–	–	﹤0.01%	239
2024 Q1	$19.1K	Hold	433	–	–	﹤0.01%	249
2023 Q4	$17.5K	Hold	433	–	–	﹤0.01%	267
2023 Q3	$15.9K	Hold	433	–	–	﹤0.01%	285
2023 Q2	$14.4K	Hold	433	–	–	﹤0.01%	292
2023 Q1	$13.7K	Sell	433 -20	-4%	-$723	﹤0.01%	298
2022 Q4	$14.8K	Buy	453 +76	+20%	+$2.52K	﹤0.01%	279
2022 Q3	$11K	Buy	+377	New	+$11.4K	﹤0.01%	277

Other funds holding JEF

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's JEF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 433 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Moisand Fitzgerald Tamayo first reported a position in JEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $33.9K in Q4 2024. 113 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Moisand Fitzgerald Tamayo held 433 shares of Jefferies Financial Group worth $21.6K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #282 holding.
Moisand Fitzgerald Tamayo first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 16 quarters since.
Moisand Fitzgerald Tamayo's Jefferies Financial Group position peaked at $33.9K in Q4 2024.
113 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.