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Mosley Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Mosley Wealth Management’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 		$1.59K Buy
32
+2
+7% +$103 ﹤0.01% 517
2026
Q1 		$1.98K Buy
+30
New +$1.56K ﹤0.01% 391

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Mosley Wealth Management's JEF Position: Q2 2026 in Review

Mosley Wealth Management increased its Jefferies Financial Group (JEF) stake by 6.7% in Q2 2026, buying an estimated $103 and bringing the position to 32 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Mosley Wealth Management first reported a position in JEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.98K in Q1 2026. 282 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Mosley Wealth Management held 32 shares of Jefferies Financial Group worth $1.59K as of Q2 2026.
  • Mosley Wealth Management bought 2 Jefferies Financial Group shares in Q2 2026, an estimated $103.
  • Jefferies Financial Group made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Mosley Wealth Management first reported a position in Jefferies Financial Group in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Jefferies Financial Group position peaked at $1.98K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.