Pure Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Pure Financial Advisors’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	$234K	Buy	+4,674	New	+$241K	﹤0.01%	563
2026 Q1	–	Sell	-4,929	Closed	-$305K	–	586
2025 Q4	$305K	Sell	4,929 -511	-9%	-$29.3K	﹤0.01%	412
2025 Q3	$356K	Sell	5,440 -61	-1%	-$3.72K	0.01%	362
2025 Q2	$301K	Buy	5,501 +430	+8%	+$21.3K	0.01%	379
2025 Q1	$272K	Buy	5,071 +68	+1%	+$4.62K	0.01%	330
2024 Q4	$392K	Hold	5,003	–	–	0.01%	250
2024 Q3	$308K	Hold	5,003	–	–	0.01%	274
2024 Q2	$249K	Hold	5,003	–	–	0.01%	284
2024 Q1	$221K	Hold	5,003	–	–	0.01%	290
2023 Q4	$202K	Buy	+5,003	New	+$177K	0.01%	291

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pure Financial Advisors's JEF Position: Q2 2026 in Review

Pure Financial Advisors opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,674 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Pure Financial Advisors previously reported a position in JEF as recently as Q4 2025.

Pure Financial Advisors first reported a position in JEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Pure Financial Advisors held 4,674 shares of Jefferies Financial Group worth $234K as of Q2 2026.
Jefferies Financial Group was a new Pure Financial Advisors position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #563 holding.
Pure Financial Advisors first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 10 quarters since.
Pure Financial Advisors's Jefferies Financial Group position peaked at $392K in Q4 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.