N.E.W. Advisory Services’s Jefferies Financial Group JEF Stock Holding History

N.E.W. Advisory Services’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	$1K	Hold	20	–	–	﹤0.01%	926
2026 Q1	$825	Hold	20	–	–	﹤0.01%	887
2025 Q4	$1.24K	Hold	20	–	–	﹤0.01%	834
2025 Q3	$1.31K	Hold	20	–	–	﹤0.01%	776
2025 Q2	$1.09K	Sell	20 -20	-50%	-$990	﹤0.01%	791
2025 Q1	$2.14K	Buy	+40	New	+$2.71K	﹤0.01%	783

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

N.E.W. Advisory Services's JEF Position: Q2 2026 in Review

N.E.W. Advisory Services held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

N.E.W. Advisory Services first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.14K in Q1 2025. 329 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

N.E.W. Advisory Services held 20 shares of Jefferies Financial Group worth $1K as of Q2 2026.
N.E.W. Advisory Services left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #926 holding.
N.E.W. Advisory Services first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Jefferies Financial Group position peaked at $2.14K in Q1 2025.
329 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.