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

Ritholtz 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 		$272K Buy
+5,444
New +$281K ﹤0.01% 1097
2026
Q1 		– Sell
-5,221
Closed -$324K – 1239
2025
Q4 		$324K Buy
5,221
+1,972
+61% +$113K 0.01% 856
2025
Q3 		$213K Sell
3,249
-1,330
-29% -$81.1K ﹤0.01% 957
2025
Q2 		$250K Buy
4,579
+89
+2% +$4.41K 0.01% 852
2025
Q1 		$241K Sell
4,490
-19
-0.4% -$1.29K 0.01% 808
2024
Q4 		$354K Buy
4,509
+794
+21% +$57.1K 0.01% 661
2024
Q3 		$229K Buy
+3,715
New +$211K 0.01% 775

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

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

Ritholtz Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 5,444 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in JEF as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in JEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Ritholtz Wealth Management held 5,444 shares of Jefferies Financial Group worth $272K as of Q2 2026.
  • Jefferies Financial Group was a new Ritholtz Wealth Management position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1097 holding.
  • Ritholtz Wealth Management first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's Jefferies Financial Group position peaked at $354K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.