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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
Q2 		– Sell
-5,039
Closed -$208K – 587
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 $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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's JEF Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 5,039 shares — an estimated $208K sold.

Pinnacle Wealth Management Advisory Group first reported a position in JEF in Q4 2025 and held it in 2 quarters. The position peaked at $261K in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 5,039 Jefferies Financial Group shares in Q2 2026, an estimated $208K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Jefferies Financial Group in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group's Jefferies Financial Group position peaked at $261K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.