Sachetta’s Jefferies Financial Group JEF Stock Holding History

Sachetta’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	$2.15K	Buy	43 +7	+19%	+$361	﹤0.01%	822
2026 Q1	$1.49K	Buy	36 +1	+3%	+$52	﹤0.01%	940
2025 Q4	$2.17K	Hold	35	–	–	﹤0.01%	755
2025 Q3	$2.29K	Hold	35	–	–	﹤0.01%	792
2025 Q2	$1.92K	Hold	35	–	–	﹤0.01%	820
2025 Q1	$1.88K	Hold	35	–	–	﹤0.01%	814
2024 Q4	$2.74K	Hold	35	–	–	﹤0.01%	749
2024 Q3	$2.15K	Hold	35	–	–	﹤0.01%	853
2024 Q2	$2.02K	Buy	+35	New	+$1.57K	﹤0.01%	823

Other funds holding JEF

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

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

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

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

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Sachetta's JEF Position: Q2 2026 in Review

Sachetta increased its Jefferies Financial Group (JEF) stake by 19% in Q2 2026, buying an estimated $361 and bringing the position to 43 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Sachetta first reported a position in JEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.74K in Q4 2024. 91 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Sachetta held 43 shares of Jefferies Financial Group worth $2.15K as of Q2 2026.
Sachetta bought 7 Jefferies Financial Group shares in Q2 2026, an estimated $361.
Jefferies Financial Group made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #822 holding.
Sachetta first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 9 quarters since.
Sachetta's Jefferies Financial Group position peaked at $2.74K in Q4 2024.
91 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.