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Ross\Johnson & Associates’s Jefferies Financial Group JEF Stock Holding History

Ross\Johnson & Associates’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 		$150 Buy
3
+1
+50% +$52 ﹤0.01% 253
2026
Q1 		$83 Hold
2
– – ﹤0.01% 204
2025
Q4 		$124 Hold
2
– – ﹤0.01% 285
2025
Q3 		$131 Hold
2
– – ﹤0.01% 194
2025
Q2 		$109 Hold
2
– – ﹤0.01% 196
2025
Q1 		$107 Buy
+2
New +$136 ﹤0.01% 341

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

Ross\Johnson & Associates's JEF Position: Q2 2026 in Review

Ross\Johnson & Associates increased its Jefferies Financial Group (JEF) stake by 50% in Q2 2026, buying an estimated $52 and bringing the position to 3 shares worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Ross\Johnson & Associates 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.

  • Ross\Johnson & Associates held 3 shares of Jefferies Financial Group worth $150 as of Q2 2026.
  • Ross\Johnson & Associates bought 1 Jefferies Financial Group share in Q2 2026, an estimated $52.
  • Jefferies Financial Group made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #253 holding.
  • Ross\Johnson & Associates 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 Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.