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QTR Family Wealth’s Jefferies Financial Group JEF Stock Holding History

QTR Family Wealth’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 		$243K Buy
+4,854
New +$250K 0.08% 275
2026
Q1 		– Sell
-4,108
Closed -$247K – 306
2025
Q4 		$247K Buy
+4,108
New +$235K 0.11% 220

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 $3.38T 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

QTR Family Wealth's JEF Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,854 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #275 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in JEF as recently as Q4 2025.

QTR Family Wealth first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $247K in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • QTR Family Wealth held 4,854 shares of Jefferies Financial Group worth $243K as of Q2 2026.
  • Jefferies Financial Group was a new QTR Family Wealth position in Q2 2026.
  • Jefferies Financial Group made up 0.08% of QTR Family Wealth's portfolio in Q2 2026, its #275 holding.
  • QTR Family Wealth first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • QTR Family Wealth's Jefferies Financial Group position peaked at $247K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.