Parcion Private Wealth
JEF icon

Parcion Private Wealth’s Jefferies Financial Group JEF Stock Holding History

Parcion Private 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
6,869
+165
+2% +$8.73K 0.02% 417
2026
Q2 		$335K Buy
+6,704
New +$346K 0.02% 354
2026
Q1 		– Sell
-5,402
Closed -$335K – 465
2025
Q4 		$335K Buy
+5,402
New +$310K 0.02% 302

Other funds holding JEF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
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
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Parcion Private Wealth's JEF Position: Q3 2026 in Review

Parcion Private Wealth increased its Jefferies Financial Group (JEF) stake by 2.5% in Q3 2026, buying an estimated $8.73K and bringing the position to 6,869 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #417.

Parcion Private Wealth first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $335K in Q2 2026. 466 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Parcion Private Wealth held 6,869 shares of Jefferies Financial Group worth $314K as of Q3 2026.
  • Parcion Private Wealth bought 165 Jefferies Financial Group shares in Q3 2026, an estimated $8.73K.
  • Jefferies Financial Group made up 0.02% of Parcion Private Wealth's portfolio in Q3 2026, its #417 holding.
  • Parcion Private Wealth first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Parcion Private Wealth's Jefferies Financial Group position peaked at $335K in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.