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Prestige Wealth Management Group’s Jefferies Financial Group JEF Stock Holding History

Prestige Wealth Management 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 		$1.15K Buy
23
+5
+28% +$258 ﹤0.01% 871
2026
Q1 		$743 Buy
18
+3
+20% +$156 ﹤0.01% 915
2025
Q4 		$930 Hold
15
– – ﹤0.01% 879
2025
Q3 		$982 Hold
15
– – ﹤0.01% 853
2025
Q2 		$821 Hold
15
– – ﹤0.01% 874
2025
Q1 		$804 Hold
15
– – ﹤0.01% 881
2024
Q4 		$1.18K Hold
15
– – ﹤0.01% 858
2024
Q3 		$924 Hold
15
– – ﹤0.01% 890
2024
Q2 		$747 Hold
15
– – ﹤0.01% 867
2024
Q1 		$662 Hold
15
– – ﹤0.01% 927
2023
Q4 		$607 Hold
15
– – ﹤0.01% 928
2023
Q3 		$550 Hold
15
– – ﹤0.01% 953
2023
Q2 		$498 Hold
15
– – ﹤0.01% 990
2023
Q1 		$477 Sell
15
-1
-6% -$36 ﹤0.01% 989
2022
Q4 		$514 Hold
16
– – ﹤0.01% 1060
2022
Q3 		$0 Hold
16
– – ﹤0.01% 1019
2022
Q2 		$0 Hold
16
– – ﹤0.01% 1024
2022
Q1 		$0 Hold
16
– – ﹤0.01% 1015
2021
Q4 		$1K Hold
16
– – ﹤0.01% 912
2021
Q3 		$1K Hold
16
– – ﹤0.01% 900
2021
Q2 		$1K Hold
16
– – ﹤0.01% 890
2021
Q1 		$0 Hold
16
– – ﹤0.01% 997
2020
Q4 		$0 Buy
+16
New +$336 ﹤0.01% 990
2019
Q1 		– Sell
-113
Closed -$2K – 824
2018
Q4 		$2K Buy
+113
New +$2.07K ﹤0.01% 830

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

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

Prestige Wealth Management Group increased its Jefferies Financial Group (JEF) stake by 28% in Q2 2026, buying an estimated $258 and bringing the position to 23 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Prestige Wealth Management Group first reported a position in JEF in Q4 2018 and has held it in 24 quarters since. The position peaked at $2K in Q4 2018. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Prestige Wealth Management Group held 23 shares of Jefferies Financial Group worth $1.15K as of Q2 2026.
  • Prestige Wealth Management Group bought 5 Jefferies Financial Group shares in Q2 2026, an estimated $258.
  • Jefferies Financial Group made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #871 holding.
  • Prestige Wealth Management Group first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 24 quarters since.
  • Prestige Wealth Management Group's Jefferies Financial Group position peaked at $2K in Q4 2018.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.