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JEF icon

NewEdge Wealth’s Jefferies Financial Group JEF Stock Holding History

NewEdge Wealth’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 		$49.9M Sell
998,413
-19,418
-2% -$1M 0.5% 49
2026
Q1 		$42M Buy
1,017,831
+93,216
+10% +$4.84M 0.5% 50
2025
Q4 		$57.3M Buy
924,615
+14,812
+2% +$849K 0.65% 32
2025
Q3 		$49.1M Buy
909,803
+128,255
+16% +$7.82M 0.7% 30
2025
Q2 		$45M Buy
781,548
+278,648
+55% +$13.8M 0.71% 30
2025
Q1 		$26.9M Buy
502,900
+52,761
+12% +$3.58M 0.49% 54
2024
Q4 		$35.3M Buy
450,139
+27,439
+6% +$1.97M 0.61% 39
2024
Q3 		$26M Buy
422,700
+11,489
+3% +$652K 0.47% 62
2024
Q2 		$20.5M Buy
411,211
+11,686
+3% +$525K 0.44% 61
2024
Q1 		$17.5M Buy
399,525
+43,146
+12% +$1.8M 0.39% 69
2023
Q4 		$14.4M Buy
356,379
+30,539
+9% +$1.08M 0.37% 77
2023
Q3 		$11.9M Sell
325,840
-229,187
-41% -$8.21M 0.38% 78
2023
Q2 		$18.4M Buy
555,027
+30,234
+6% +$944K 0.62% 42
2023
Q1 		$16.7M Buy
524,793
+31,876
+6% +$1.15M 0.63% 45
2022
Q4 		$16.2M Buy
492,917
+27,653
+6% +$919K 0.7% 40
2022
Q3 		$13.1M Buy
465,264
+54,984
+13% +$1.66M 0.62% 45
2022
Q2 		$10.8M Buy
410,280
+16,607
+4% +$491K 0.49% 54
2022
Q1 		$12.4M Buy
393,673
+40,936
+12% +$1.39M 0.55% 45
2021
Q4 		$13.1M Sell
352,737
-878
-0.2% -$33.8K 0.55% 39
2021
Q3 		$12.6M Buy
353,615
+19,017
+6% +$636K 0.75% 31
2021
Q2 		$10.9M Buy
334,598
+40,618
+14% +$1.24M 0.84% 32
2021
Q1 		$8.46M Buy
+293,980
New +$8.02M 0.84% 29

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 Wealth's JEF Position: Q2 2026 in Review

NewEdge Wealth reduced its Jefferies Financial Group (JEF) stake by 1.9% in Q2 2026, selling an estimated $1M and leaving 998,413 shares worth $49.9M. The position accounts for 0.5% of the portfolio, ranked #49.

NewEdge Wealth first reported a position in JEF in Q1 2021 and has held it in 22 quarters since. The position peaked at $57.3M in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • NewEdge Wealth held 998,413 shares of Jefferies Financial Group worth $49.9M as of Q2 2026.
  • NewEdge Wealth sold 19,418 Jefferies Financial Group shares in Q2 2026, an estimated $1M.
  • Jefferies Financial Group made up 0.5% of NewEdge Wealth's portfolio in Q2 2026, its #49 holding.
  • NewEdge Wealth first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Jefferies Financial Group position peaked at $57.3M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.