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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
Q2 		$1K Sell
20
-58
-74% -$2.99K ﹤0.01% 2577
2026
Q1 		$3.22K Buy
78
+71
+1,014% +$3.69K ﹤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

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

Pinnacle Wealth Planning Services's JEF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Jefferies Financial Group (JEF) stake by 74% in Q2 2026, selling an estimated $2.99K and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Pinnacle Wealth Planning Services first reported a position in JEF in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.22K in Q1 2026. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 20 shares of Jefferies Financial Group worth $1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 58 Jefferies Financial Group shares in Q2 2026, an estimated $2.99K.
  • Jefferies Financial Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2577 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Jefferies Financial Group position peaked at $3.22K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.