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Pinnacle Wealth Management Advisory Group’s Jefferies Financial Group JEF Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q1 		$208K Buy
5,039
+835
+20% +$43.3K 0.01% 507
2025
Q4 		$261K Buy
+4,204
New +$241K 0.02% 444

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's JEF Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Jefferies Financial Group (JEF) stake by 20% in Q1 2026, buying an estimated $43.3K and bringing the position to 5,039 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #507.

Pinnacle Wealth Management Advisory Group first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $261K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 5,039 shares of Jefferies Financial Group worth $208K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 835 Jefferies Financial Group shares in Q1 2026, an estimated $43.3K.
  • Jefferies Financial Group made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #507 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Jefferies Financial Group position peaked at $261K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.