Sanctuary Advisors’s Jefferies Financial Group JEF Stock Holding History

Sanctuary 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 Q2	$385K	Buy	+7,706	New	+$397K	﹤0.01%	2155
2026 Q1	–	Sell	-13,098	Closed	-$812K	–	2579
2025 Q4	$812K	Sell	13,098 -6,148	-32%	-$352K	﹤0.01%	1440
2025 Q3	$1.26M	Buy	19,246 +1,135	+6%	+$69.2K	0.01%	1153
2025 Q2	$990K	Sell	18,111 -440	-2%	-$21.8K	0.01%	1223
2025 Q1	$994K	Sell	18,551 -12,854	-41%	-$872K	0.01%	1133
2024 Q4	$2.42M	Buy	31,405 +1,914	+6%	+$138K	0.02%	776
2024 Q3	$2.32M	Buy	29,491 +5,065	+21%	+$287K	0.01%	794
2024 Q2	$1.06M	Buy	+24,426	New	+$1.1M	0.01%	1164

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors's JEF Position: Q2 2026 in Review

Sanctuary Advisors opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 7,706 shares worth $385K. The stake represents ﹤0.01% of the portfolio and ranks #2155 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in JEF as recently as Q4 2025.

Sanctuary Advisors first reported a position in JEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Sanctuary Advisors held 7,706 shares of Jefferies Financial Group worth $385K as of Q2 2026.
Jefferies Financial Group was a new Sanctuary Advisors position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2155 holding.
Sanctuary Advisors first reported a position in Jefferies Financial Group in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Jefferies Financial Group position peaked at $2.42M in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.