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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
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 $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 Planning Services's JEF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Jefferies Financial Group (JEF) stake by 1,014% in Q1 2026, buying an estimated $3.69K and bringing the position to 78 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Pinnacle Wealth Planning Services first reported a position in JEF in Q4 2020 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 78 shares of Jefferies Financial Group worth $3.22K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 71 Jefferies Financial Group shares in Q1 2026, an estimated $3.69K.
  • Jefferies Financial Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2352 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.