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True Wealth Design’s Jefferies Financial Group JEF Stock Holding History

True Wealth Design’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 		$108K Buy
2,158
+822
+62% +$42.4K 0.03% 237
2026
Q1 		$55.1K Buy
1,336
+600
+82% +$31.1K 0.02% 374
2025
Q4 		$45.6K Buy
736
+598
+433% +$34.3K 0.01% 356
2025
Q3 		$9.03K Buy
138
+57
+70% +$3.48K ﹤0.01% 870
2025
Q2 		$4.43K Buy
81
+68
+523% +$3.37K ﹤0.01% 855
2025
Q1 		$697 Buy
+13
New +$882 ﹤0.01% 1418

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

True Wealth Design's JEF Position: Q2 2026 in Review

True Wealth Design increased its Jefferies Financial Group (JEF) stake by 62% in Q2 2026, buying an estimated $42.4K and bringing the position to 2,158 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #237.

True Wealth Design first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • True Wealth Design held 2,158 shares of Jefferies Financial Group worth $108K as of Q2 2026.
  • True Wealth Design bought 822 Jefferies Financial Group shares in Q2 2026, an estimated $42.4K.
  • Jefferies Financial Group made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #237 holding.
  • True Wealth Design first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.