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

Rialto 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 		$3.9K Buy
78
+68
+680% +$3.51K ﹤0.01% 852
2026
Q1 		$413 Sell
10
-17
-63% -$882 ﹤0.01% 1459
2025
Q4 		$1.67K Buy
27
+2
+8% +$115 ﹤0.01% 805
2025
Q3 		$1.64K Buy
25
+4
+19% +$244 ﹤0.01% 729
2025
Q2 		$1.15K Buy
21
+4
+24% +$198 ﹤0.01% 798
2025
Q1 		$911 Buy
+17
New +$1.15K ﹤0.01% 682

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 $3.37T 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
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

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

Rialto Wealth Management increased its Jefferies Financial Group (JEF) stake by 680% in Q2 2026, buying an estimated $3.51K and bringing the position to 78 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Rialto Wealth Management first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Rialto Wealth Management held 78 shares of Jefferies Financial Group worth $3.9K as of Q2 2026.
  • Rialto Wealth Management bought 68 Jefferies Financial Group shares in Q2 2026, an estimated $3.51K.
  • Jefferies Financial Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #852 holding.
  • Rialto Wealth Management first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.