Root Financial Partners
JEF icon

Root Financial Partners’s Jefferies Financial Group JEF Stock Holding History

Root Financial Partners’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 		$96.4K Buy
+2,109
New +$112K ﹤0.01% 752
2026
Q2 		– Sell
-334
Closed -$13.8K – 1836
2026
Q1 		$13.8K Sell
334
-106
-24% -$5.5K ﹤0.01% 1534
2025
Q4 		$27.3K Sell
440
-23
-5% -$1.32K ﹤0.01% 1003
2025
Q3 		$30.3K Buy
+463
New +$28.2K ﹤0.01% 885

Other funds holding JEF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Root Financial Partners's JEF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 2,109 shares worth $96.4K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JEF as recently as Q1 2026.

Root Financial Partners first reported a position in JEF in Q3 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Root Financial Partners held 2,109 shares of Jefferies Financial Group worth $96.4K as of Q3 2026.
  • Jefferies Financial Group was a new Root Financial Partners position in Q3 2026.
  • Jefferies Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #752 holding.
  • Root Financial Partners first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.