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NewEdge Advisors’s Jefferies Financial Group JEF Stock Holding History

NewEdge 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 		$3.43M Buy
68,577
+29,899
+77% +$1.54M 0.01% 936
2026
Q1 		$1.6M Buy
38,678
+2,331
+6% +$121K 0.01% 1220
2025
Q4 		$2.25M Buy
36,347
+2,772
+8% +$159K 0.01% 1014
2025
Q3 		$2.2M Buy
33,575
+7,605
+29% +$464K 0.01% 966
2025
Q2 		$1.42M Buy
25,970
+2,751
+12% +$136K 0.01% 1097
2025
Q1 		$1.24M Sell
23,219
-3,690
-14% -$250K 0.01% 1073
2024
Q4 		$2.11M Buy
26,909
+12,071
+81% +$868K 0.01% 812
2024
Q3 		$913K Buy
14,838
+2,352
+19% +$133K 0.01% 1150
2024
Q2 		$621K Buy
12,486
+11,058
+774% +$496K ﹤0.01% 1291
2024
Q1 		$63K Buy
1,428
+166
+13% +$6.91K ﹤0.01% 2234
2023
Q4 		$51K Buy
1,262
+508
+67% +$18K ﹤0.01% 2224
2023
Q3 		$27.6K Sell
754
-57
-7% -$2.04K ﹤0.01% 2287
2023
Q2 		$26.9K Buy
811
+307
+61% +$9.58K ﹤0.01% 2291
2023
Q1 		$16K Sell
504
-1,591
-76% -$57.5K ﹤0.01% 2416
2022
Q4 		$51.4K Buy
+2,095
New +$69.6K ﹤0.01% 1704

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

NewEdge Advisors's JEF Position: Q2 2026 in Review

NewEdge Advisors increased its Jefferies Financial Group (JEF) stake by 77% in Q2 2026, buying an estimated $1.54M and bringing the position to 68,577 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #936.

NewEdge Advisors first reported a position in JEF in Q4 2022 and has held it in 15 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • NewEdge Advisors held 68,577 shares of Jefferies Financial Group worth $3.43M as of Q2 2026.
  • NewEdge Advisors bought 29,899 Jefferies Financial Group shares in Q2 2026, an estimated $1.54M.
  • Jefferies Financial Group made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #936 holding.
  • NewEdge Advisors first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.