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Sequoia Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Sequoia Financial 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 		$9.14M Buy
182,934
+10,264
+6% +$529K 0.05% 238
2026
Q1 		$7.13M Sell
172,670
-3,935
-2% -$204K 0.04% 262
2025
Q4 		$10.9M Buy
176,605
+5,618
+3% +$322K 0.06% 194
2025
Q3 		$11.2M Buy
170,987
+1,542
+0.9% +$94K 0.07% 183
2025
Q2 		$9.27M Buy
169,445
+20,728
+14% +$1.03M 0.06% 198
2025
Q1 		$7.97M Buy
148,717
+4,846
+3% +$329K 0.06% 217
2024
Q4 		$11.3M Buy
143,871
+23,864
+20% +$1.72M 0.11% 160
2024
Q3 		$7.39M Buy
120,007
+112,666
+1,535% +$6.39M 0.08% 177
2024
Q2 		$365K Buy
7,341
+15
+0.2% +$673 ﹤0.01% 812
2024
Q1 		$323K Sell
7,326
-870
-11% -$36.2K ﹤0.01% 828
2023
Q4 		$331K Buy
+8,196
New +$290K ﹤0.01% 884

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

Sequoia Financial Advisors's JEF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Jefferies Financial Group (JEF) stake by 5.9% in Q2 2026, buying an estimated $529K and bringing the position to 182,934 shares worth $9.14M. The position accounts for 0.05% of the portfolio, ranked #238.

Sequoia Financial Advisors first reported a position in JEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q4 2024. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Sequoia Financial Advisors held 182,934 shares of Jefferies Financial Group worth $9.14M as of Q2 2026.
  • Sequoia Financial Advisors bought 10,264 Jefferies Financial Group shares in Q2 2026, an estimated $529K.
  • Jefferies Financial Group made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #238 holding.
  • Sequoia Financial Advisors first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Jefferies Financial Group position peaked at $11.3M in Q4 2024.
  • 589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.