Paladin Wealth
JEF icon

Paladin Wealth’s Jefferies Financial Group JEF Stock Holding History

Paladin 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
Q3 		$314K Buy
+6,875
New +$364K 0.17% 142
2026
Q1 		– Sell
-3,241
Closed -$201K – 128
2025
Q4 		$201K Buy
+3,241
New +$186K 0.14% 120

Other funds holding JEF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Paladin Wealth's JEF Position: Q3 2026 in Review

Paladin Wealth opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 6,875 shares worth $314K. The stake represents 0.17% of the portfolio and ranks #142 among its holdings. This is a return to the name: Paladin Wealth previously reported a position in JEF as recently as Q4 2025.

Paladin Wealth first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Paladin Wealth held 6,875 shares of Jefferies Financial Group worth $314K as of Q3 2026.
  • Jefferies Financial Group was a new Paladin Wealth position in Q3 2026.
  • Jefferies Financial Group made up 0.17% of Paladin Wealth's portfolio in Q3 2026, its #142 holding.
  • Paladin Wealth first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.