Newbridge Financial Services Group’s Jefferies Financial Group JEF Stock Holding History

Newbridge Financial Services Group’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	$145K	Hold	2,900	–	–	0.02%	282
2026 Q1	$120K	Hold	2,900	–	–	0.02%	290
2025 Q4	$180K	Hold	2,900	–	–	0.03%	244
2025 Q3	$190K	Hold	2,900	–	–	0.03%	307
2025 Q2	$159K	Hold	2,900	–	–	0.03%	318
2025 Q1	$155K	Hold	2,900	–	–	0.04%	220
2024 Q4	$227K	Hold	2,900	–	–	0.06%	193
2024 Q3	$178K	Hold	2,900	–	–	0.06%	155
2024 Q2	$144K	Hold	2,900	–	–	0.05%	223
2024 Q1	$128K	Hold	2,900	–	–	0.06%	255
2023 Q4	$117K	Hold	2,900	–	–	0.06%	255
2023 Q3	$106K	Hold	2,900	–	–	0.05%	281
2023 Q2	$96.2K	Hold	2,900	–	–	0.05%	323
2023 Q1	$92K	Sell	2,900 -133	-4%	-$4.8K	0.05%	333
2022 Q4	$99.4K	Hold	3,033	–	–	0.06%	300
2022 Q3	$86K	Hold	3,033	–	–	0.05%	314
2022 Q2	$80K	Hold	3,033	–	–	0.05%	302
2022 Q1	$95K	Buy	+3,033	New	+$103K	0.05%	314

Other funds holding JEF

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newbridge Financial Services Group's JEF Position: Q2 2026 in Review

Newbridge Financial Services Group held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 2,900 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #282.

Newbridge Financial Services Group first reported a position in JEF in Q1 2022 and has held it in 18 quarters since. The position peaked at $227K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Newbridge Financial Services Group held 2,900 shares of Jefferies Financial Group worth $145K as of Q2 2026.
Newbridge Financial Services Group left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #282 holding.
Newbridge Financial Services Group first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 18 quarters since.
Newbridge Financial Services Group's Jefferies Financial Group position peaked at $227K in Q4 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.