RFP
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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Root Financial Partners's JEF Position: Q2 2026 in Review

Root Financial Partners sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 334 shares — an estimated $13.8K sold.

Root Financial Partners first reported a position in JEF in Q3 2025 and held it in 3 quarters. The position peaked at $30.3K in Q3 2025. 167 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Root Financial Partners reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 334 Jefferies Financial Group shares in Q2 2026, an estimated $13.8K.
  • Root Financial Partners first reported a position in Jefferies Financial Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Jefferies Financial Group position peaked at $30.3K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.