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Strategic Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

Strategic Wealth Partners’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 		$77.9K Sell
1,559
-17,981
-92% -$927K ﹤0.01% 444
2026
Q1 		$806K Sell
19,540
-260,269
-93% -$13.5M 0.06% 166
2025
Q4 		$17.3M Buy
279,809
+83,419
+42% +$4.78M 1.19% 17
2025
Q3 		$12.8M Buy
+196,390
New +$12M 0.96% 26

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

Strategic Wealth Partners's JEF Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Jefferies Financial Group (JEF) stake by 92% in Q2 2026, selling an estimated $927K and leaving 1,559 shares worth $77.9K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Strategic Wealth Partners first reported a position in JEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.3M in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Strategic Wealth Partners held 1,559 shares of Jefferies Financial Group worth $77.9K as of Q2 2026.
  • Strategic Wealth Partners sold 17,981 Jefferies Financial Group shares in Q2 2026, an estimated $927K.
  • Jefferies Financial Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #444 holding.
  • Strategic Wealth Partners first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Jefferies Financial Group position peaked at $17.3M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.