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NBC Securities’s Jefferies Financial Group JEF Stock Holding History

NBC Securities’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 		$1.1M Buy
21,922
+7
+0% +$361 0.07% 284
2026
Q1 		$904K Sell
21,915
-2
-0% -$104 0.07% 304
2025
Q4 		$1.36M Buy
21,917
+18,440
+530% +$1.06M 0.1% 215
2025
Q3 		$227K Buy
3,477
+14
+0.4% +$854 0.02% 789
2025
Q2 		$189K Buy
3,463
+25
+0.7% +$1.24K 0.02% 853
2025
Q1 		$184K Buy
3,438
+3,435
+114,500% +$233K 0.02% 809
2024
Q4 		$272 Sell
3
-3,505
-100% -$252K 0.02% 648
2024
Q3 		$215K Buy
3,508
+9
+0.3% +$511 0.02% 765
2024
Q2 		$174K Buy
3,499
+9
+0.3% +$404 0.02% 797
2024
Q1 		$153K Sell
3,490
-468
-12% -$19.5K 0.01% 829
2023
Q4 		$159K Sell
3,958
-116
-3% -$4.1K 0.02% 812
2023
Q3 		$149K Buy
+4,074
New +$146K 0.02% 793

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

NBC Securities's JEF Position: Q2 2026 in Review

NBC Securities increased its Jefferies Financial Group (JEF) stake by 0.03% in Q2 2026, buying an estimated $361 and bringing the position to 21,922 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #284.

NBC Securities first reported a position in JEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • NBC Securities held 21,922 shares of Jefferies Financial Group worth $1.1M as of Q2 2026.
  • NBC Securities bought 7 Jefferies Financial Group shares in Q2 2026, an estimated $361.
  • Jefferies Financial Group made up 0.07% of NBC Securities's portfolio in Q2 2026, its #284 holding.
  • NBC Securities first reported a position in Jefferies Financial Group in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Jefferies Financial Group position peaked at $1.36M in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.