Pinnacle Wealth Planning Services
JEF icon

Pinnacle Wealth Planning Services’s Jefferies Financial Group JEF Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.42K Buy
31
+11
+55% +$582 ﹤0.01% 2550
2026
Q2 		$1K Sell
20
-58
-74% -$2.99K ﹤0.01% 2577
2026
Q1 		$3.22K Buy
78
+71
+1,014% +$3.68K ﹤0.01% 2352
2025
Q4 		$434 Buy
+7
New +$401 ﹤0.01% 2663
2021
Q1 		– Sell
-89
Closed -$2K – 1161
2020
Q4 		$2K Buy
+89
New +$1.87K ﹤0.01% 1940

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

Pinnacle Wealth Planning Services's JEF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Jefferies Financial Group (JEF) stake by 55% in Q3 2026, buying an estimated $582 and bringing the position to 31 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Pinnacle Wealth Planning Services first reported a position in JEF in Q4 2020 and has held it in 5 quarters since. The position peaked at $3.22K in Q1 2026. 265 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Pinnacle Wealth Planning Services held 31 shares of Jefferies Financial Group worth $1.42K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 11 Jefferies Financial Group shares in Q3 2026, an estimated $582.
  • Jefferies Financial Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2550 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Jefferies Financial Group position peaked at $3.22K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.