New England Capital Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

New England Capital Financial 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	$10.4K	Buy	208 +2	+1%	+$103	﹤0.01%	266
2026 Q1	$8.5K	Buy	206 +2	+1%	+$104	﹤0.01%	271
2025 Q4	$12.7K	Buy	204 +1	+0.5%	+$57	﹤0.01%	233
2025 Q3	$13.3K	Buy	203 +1	+0.5%	+$61	0.01%	229
2025 Q2	$11K	Buy	+202	New	+$10K	0.01%	239

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

New England Capital Financial Advisors's JEF Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Jefferies Financial Group (JEF) stake by 0.97% in Q2 2026, buying an estimated $103 and bringing the position to 208 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

New England Capital Financial Advisors first reported a position in JEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.3K in Q3 2025. 391 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

New England Capital Financial Advisors held 208 shares of Jefferies Financial Group worth $10.4K as of Q2 2026.
New England Capital Financial Advisors bought 2 Jefferies Financial Group shares in Q2 2026, an estimated $103.
Jefferies Financial Group made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #266 holding.
New England Capital Financial Advisors first reported a position in Jefferies Financial Group in Q2 2025 and has held it in 5 quarters since.
New England Capital Financial Advisors's Jefferies Financial Group position peaked at $13.3K in Q3 2025.
391 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.