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

Spire 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
-139
Closed -$5.74K – 2311
2026
Q1 		$5.74K Sell
139
-371
-73% -$19.3K ﹤0.01% 1799
2025
Q4 		$31.6K Sell
510
-1,315
-72% -$75.4K ﹤0.01% 1321
2025
Q3 		$119K Hold
1,825
– – ﹤0.01% 933
2025
Q2 		$99.8K Sell
1,825
-45
-2% -$2.23K ﹤0.01% 971
2025
Q1 		$100K Sell
1,870
-100
-5% -$6.79K ﹤0.01% 1036
2024
Q4 		$154K Sell
1,970
-840
-30% -$60.4K ﹤0.01% 893
2024
Q3 		$173K Sell
2,810
-440
-14% -$25K 0.01% 771
2024
Q2 		$162K Sell
3,250
-323
-9% -$14.5K 0.01% 766
2024
Q1 		$158K Sell
3,573
-2
-0.1% -$83 ﹤0.01% 843
2023
Q4 		$143K Sell
3,575
-25
-0.7% -$884 ﹤0.01% 875
2023
Q3 		$132K Buy
3,600
+30
+0.8% +$1.07K 0.01% 847
2023
Q2 		$118K Hold
3,570
– – ﹤0.01% 916
2023
Q1 		$113K Buy
3,570
+819
+30% +$29.6K ﹤0.01% 928
2022
Q4 		$90K Hold
2,751
– – 0.01% 784
2022
Q3 		$78K Sell
2,751
-2,102
-43% -$63.6K ﹤0.01% 791
2022
Q2 		$128K Sell
4,853
-2,511
-34% -$74.2K 0.01% 937
2022
Q1 		$231K Sell
7,364
-476
-6% -$16.2K 0.01% 830
2021
Q4 		$291K Buy
7,840
+413
+6% +$15.9K 0.01% 919
2021
Q3 		$264K Sell
7,427
-418
-5% -$14K 0.01% 809
2021
Q2 		$257K Sell
7,845
-675
-8% -$20.6K 0.01% 844
2021
Q1 		$245K Buy
+8,520
New +$232K 0.01% 970

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

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

Spire Wealth Management sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 139 shares — an estimated $5.74K sold.

Spire Wealth Management first reported a position in JEF in Q1 2021 and held it in 21 quarters. The position peaked at $291K in Q4 2021. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Spire Wealth Management reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 139 Jefferies Financial Group shares in Q2 2026, an estimated $5.74K.
  • Spire Wealth Management first reported a position in Jefferies Financial Group in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Jefferies Financial Group position peaked at $291K in Q4 2021.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.