Shelton Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Shelton Wealth Management’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	-6,797	Closed	-$281K	–	154
2026 Q1	$281K	Sell	6,797 -16,281	-71%	-$845K	0.12%	113
2025 Q4	$1.43M	Buy	23,078 +1,688	+8%	+$96.8K	0.61%	50
2025 Q3	$1.4M	Buy	21,390 +1,084	+5%	+$66.1K	0.63%	51
2025 Q2	$1.11M	Buy	20,306 +5,667	+39%	+$281K	0.54%	69
2025 Q1	$784K	Sell	14,639 -226	-2%	-$15.3K	0.43%	82
2024 Q4	$1.17M	Sell	14,865 -995	-6%	-$71.6K	0.6%	52
2024 Q3	$976K	Sell	15,860 -1,858	-10%	-$105K	0.53%	61
2024 Q2	$882K	Buy	17,718 +4,640	+35%	+$208K	0.5%	66
2024 Q1	$577K	Buy	+13,078	New	+$545K	0.36%	70

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Shelton Wealth Management's JEF Position: Q2 2026 in Review

Shelton Wealth Management sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 6,797 shares — an estimated $281K sold.

Shelton Wealth Management first reported a position in JEF in Q1 2024 and held it in 9 quarters. The position peaked at $1.43M in Q4 2025. 82 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Shelton Wealth Management reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
Shelton Wealth Management sold 6,797 Jefferies Financial Group shares in Q2 2026, an estimated $281K.
Shelton Wealth Management first reported a position in Jefferies Financial Group in Q1 2024 and held it in 9 quarters.
Shelton Wealth Management's Jefferies Financial Group position peaked at $1.43M in Q4 2025.
82 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.