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Riversedge Advisors’s Jefferies Financial Group JEF Stock Holding History

Riversedge Advisors’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
Q3 		$231K Sell
5,058
-83
-2% -$4.39K 0.03% 325
2026
Q2 		$257K Buy
+5,141
New +$265K 0.03% 246

Other funds holding JEF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Riversedge Advisors's JEF Position: Q3 2026 in Review

Riversedge Advisors reduced its Jefferies Financial Group (JEF) stake by 1.6% in Q3 2026, selling an estimated $4.39K and leaving 5,058 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #325.

Riversedge Advisors first reported a position in JEF in Q2 2026 and has held it in 2 quarters since. The position peaked at $257K in Q2 2026. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Riversedge Advisors held 5,058 shares of Jefferies Financial Group worth $231K as of Q3 2026.
  • Riversedge Advisors sold 83 Jefferies Financial Group shares in Q3 2026, an estimated $4.39K.
  • Jefferies Financial Group made up 0.03% of Riversedge Advisors's portfolio in Q3 2026, its #325 holding.
  • Riversedge Advisors first reported a position in Jefferies Financial Group in Q2 2026 and has held it in 2 quarters since.
  • Riversedge Advisors's Jefferies Financial Group position peaked at $257K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.