QWM
JEF icon

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

Quaker Wealth Management’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 		– Sell
-2
Closed -$83 – 1003
2026
Q1 		$83 Sell
2
-3
-60% -$156 ﹤0.01% 929
2025
Q4 		$310 Hold
5
– – ﹤0.01% 802
2025
Q3 		$328 Hold
5
– – ﹤0.01% 696
2025
Q2 		$274 Buy
+5
New +$248 ﹤0.01% 746

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Quaker Wealth Management's JEF Position: Q2 2026 in Review

Quaker Wealth Management sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 2 shares — an estimated $83 sold.

Quaker Wealth Management first reported a position in JEF in Q2 2025 and held it in 4 quarters. The position peaked at $328 in Q3 2025. 123 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Quaker Wealth Management reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 2 Jefferies Financial Group shares in Q2 2026, an estimated $83.
  • Quaker Wealth Management first reported a position in Jefferies Financial Group in Q2 2025 and held it in 4 quarters.
  • Quaker Wealth Management's Jefferies Financial Group position peaked at $328 in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.