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Old Point Trust & Financial Services N A’s Jefferies Financial Group JEF Stock Holding History

Old Point Trust & Financial Services N A’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 		$130K Hold
2,592
– – 0.04% 143
2026
Q1 		$107K Hold
2,592
– – 0.03% 143
2025
Q4 		$161K Hold
2,592
– – 0.05% 138
2025
Q3 		$170K Hold
2,592
– – 0.05% 137
2025
Q2 		$142K Hold
2,592
– – 0.05% 137
2025
Q1 		$139K Buy
+2,592
New +$176K 0.05% 137

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

Old Point Trust & Financial Services N A's JEF Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 2,592 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #143.

Old Point Trust & Financial Services N A first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $170K in Q3 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Old Point Trust & Financial Services N A held 2,592 shares of Jefferies Financial Group worth $130K as of Q2 2026.
  • Old Point Trust & Financial Services N A left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up 0.04% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #143 holding.
  • Old Point Trust & Financial Services N A first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Old Point Trust & Financial Services N A's Jefferies Financial Group position peaked at $170K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.