SWM
JEF icon

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

Steinberganna 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 		$224K Buy
+4,475
New +$231K 0.09% 124
2026
Q1 		– Sell
-3,925
Closed -$243K – 139
2025
Q4 		$243K Buy
+3,925
New +$225K 0.11% 99

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

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

Steinberganna Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 4,475 shares worth $224K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings. This is a return to the name: Steinberganna Wealth Management previously reported a position in JEF as recently as Q4 2025.

Steinberganna Wealth Management first reported a position in JEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 585 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Steinberganna Wealth Management held 4,475 shares of Jefferies Financial Group worth $224K as of Q2 2026.
  • Jefferies Financial Group was a new Steinberganna Wealth Management position in Q2 2026.
  • Jefferies Financial Group made up 0.09% of Steinberganna Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Steinberganna Wealth Management first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 2 quarters since.
  • Steinberganna Wealth Management's Jefferies Financial Group position peaked at $243K in Q4 2025.
  • 585 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.