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

Transamerica 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	$649	Buy	13 +4	+44%	+$206	﹤0.01%	1615
2026 Q1	$371	Sell	9 -44	-83%	-$2.28K	﹤0.01%	1535
2025 Q4	$3.3K	Sell	53 -11	-17%	-$631	﹤0.01%	1033
2025 Q3	$4.19K	Buy	+64	New	+$3.9K	﹤0.01%	909
2024 Q3	–	Sell	-1	Closed	-$1K	–	626
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	469
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	514
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	502
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	524
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	495
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	479
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	546
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	514
2022 Q2	$1K	Buy	+1	New	+$30	﹤0.01%	530

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Transamerica Financial Advisors increased its Jefferies Financial Group (JEF) stake by 44% in Q2 2026, buying an estimated $206 and bringing the position to 13 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Transamerica Financial Advisors first reported a position in JEF in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.19K in Q3 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Transamerica Financial Advisors held 13 shares of Jefferies Financial Group worth $649 as of Q2 2026.
Transamerica Financial Advisors bought 4 Jefferies Financial Group shares in Q2 2026, an estimated $206.
Jefferies Financial Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1615 holding.
Transamerica Financial Advisors first reported a position in Jefferies Financial Group in Q2 2022 and has held it in 13 quarters since.
Transamerica Financial Advisors's Jefferies Financial Group position peaked at $4.19K in Q3 2025.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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