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Purpose Unlimited Inc’s Jefferies Financial Group JEF Stock Holding History

Purpose Unlimited Inc’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 		$42.5K Hold
850
– – ﹤0.01% 343
2026
Q1 		$35.1K Hold
850
– – ﹤0.01% 336
2025
Q4 		$52.7K Buy
+850
New +$48.7K ﹤0.01% 238

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SMFG
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Purpose Unlimited Inc's JEF Position: Q2 2026 in Review

Purpose Unlimited Inc held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 850 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Purpose Unlimited Inc first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.7K in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Purpose Unlimited Inc held 850 shares of Jefferies Financial Group worth $42.5K as of Q2 2026.
  • Purpose Unlimited Inc left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #343 holding.
  • Purpose Unlimited Inc first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Jefferies Financial Group position peaked at $52.7K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.