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Planning Strategies’s Jefferies Financial Group JEF Stock Holding History

Planning Strategies’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 		$1.75K Buy
+35
New +$1.8K ﹤0.01% 626

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's JEF Position: Q2 2026 in Review

Planning Strategies opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 35 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings.

554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Planning Strategies held 35 shares of Jefferies Financial Group worth $1.75K as of Q2 2026.
  • Jefferies Financial Group was a new Planning Strategies position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #626 holding.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.