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Rachor Investment Advisory Services’s Jefferies Financial Group JEF Stock Holding History

Rachor Investment Advisory Services’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 		$676 Buy
14
+1
+8% +$52 ﹤0.01% 184
2026
Q1 		$554 Hold
13
– – ﹤0.01% 373
2025
Q4 		$825 Buy
+13
New +$745 ﹤0.01% 322

Other funds holding JEF

CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rachor Investment Advisory Services's JEF Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its Jefferies Financial Group (JEF) stake by 7.7% in Q2 2026, buying an estimated $52 and bringing the position to 14 shares worth $676. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Rachor Investment Advisory Services first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $825 in Q4 2025. 255 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Rachor Investment Advisory Services held 14 shares of Jefferies Financial Group worth $676 as of Q2 2026.
  • Rachor Investment Advisory Services bought 1 Jefferies Financial Group share in Q2 2026, an estimated $52.
  • Jefferies Financial Group made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #184 holding.
  • Rachor Investment Advisory Services first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's Jefferies Financial Group position peaked at $825 in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.