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PFG Investments’s Jefferies Financial Group JEF Stock Holding History

PFG Investments’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 		$292K Sell
5,838
-131
-2% -$6.75K 0.01% 952
2026
Q1 		$246K Buy
5,969
+7
+0.1% +$363 0.01% 959
2025
Q4 		$369K Buy
5,962
+32
+0.5% +$1.83K 0.02% 707
2025
Q3 		$388K Buy
5,930
+16
+0.3% +$976 0.02% 656
2025
Q2 		$323K Buy
5,914
+21
+0.4% +$1.04K 0.02% 706
2025
Q1 		$316K Sell
5,893
-185
-3% -$12.6K 0.02% 681
2024
Q4 		$476K Buy
6,078
+11
+0.2% +$791 0.03% 513
2024
Q3 		$373K Buy
6,067
+15
+0.2% +$851 0.02% 607
2024
Q2 		$301K Buy
6,052
+17
+0.3% +$763 0.02% 654
2024
Q1 		$266K Buy
+6,035
New +$251K 0.02% 789

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

PFG Investments's JEF Position: Q2 2026 in Review

PFG Investments reduced its Jefferies Financial Group (JEF) stake by 2.2% in Q2 2026, selling an estimated $6.75K and leaving 5,838 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #952.

PFG Investments first reported a position in JEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $476K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • PFG Investments held 5,838 shares of Jefferies Financial Group worth $292K as of Q2 2026.
  • PFG Investments sold 131 Jefferies Financial Group shares in Q2 2026, an estimated $6.75K.
  • Jefferies Financial Group made up 0.01% of PFG Investments's portfolio in Q2 2026, its #952 holding.
  • PFG Investments first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Jefferies Financial Group position peaked at $476K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.