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Principia Wealth Advisory’s Jefferies Financial Group JEF Stock Holding History

Principia Wealth Advisory’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 		$650 Hold
13
– – ﹤0.01% 848
2026
Q1 		$537 Buy
13
+3
+30% +$156 ﹤0.01% 845
2025
Q4 		$620 Buy
10
+1
+11% +$57 ﹤0.01% 786
2025
Q3 		$589 Buy
9
+3
+50% +$183 ﹤0.01% 762
2025
Q2 		$328 Hold
6
– – ﹤0.01% 836
2025
Q1 		$283 Sell
6
-2
-25% -$136 ﹤0.01% 709
2024
Q4 		$627 Buy
+8
New +$576 ﹤0.01% 483

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

Principia Wealth Advisory's JEF Position: Q2 2026 in Review

Principia Wealth Advisory held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 13 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Principia Wealth Advisory first reported a position in JEF in Q4 2024 and has held it in 7 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Principia Wealth Advisory held 13 shares of Jefferies Financial Group worth $650 as of Q2 2026.
  • Principia Wealth Advisory left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #848 holding.
  • Principia Wealth Advisory first reported a position in Jefferies Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.