TS Financial Group (TSFG)’s Jefferies Financial Group JEF Stock Holding History

TS Financial Group (TSFG)’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	$10K	Hold	205	–	–	﹤0.01%	612
2026 Q1	$8K	Hold	205	–	–	﹤0.01%	612
2025 Q4	$13K	Hold	205	–	–	﹤0.01%	537
2025 Q3	$13K	Hold	205	–	–	﹤0.01%	545
2025 Q2	$11K	Hold	205	–	–	﹤0.01%	538
2025 Q1	$11K	Hold	205	–	–	﹤0.01%	535
2024 Q4	$16K	Hold	205	–	–	﹤0.01%	428
2024 Q3	$13K	Hold	205	–	–	﹤0.01%	463
2024 Q2	$10K	Hold	205	–	–	﹤0.01%	486
2024 Q1	$9K	Hold	205	–	–	﹤0.01%	490
2023 Q4	$8K	Sell	205 -90	-31%	-$3.18K	﹤0.01%	546
2023 Q3	$11K	Buy	295 +1	+0.3%	+$36	﹤0.01%	504
2023 Q2	$10K	Buy	294 +1	+0.3%	+$31	﹤0.01%	536
2023 Q1	$9K	Sell	293 -12	-4%	-$434	﹤0.01%	541
2022 Q4	$10K	Hold	305	–	–	﹤0.01%	532
2022 Q3	$9K	Buy	305 +1	+0.3%	+$30	﹤0.01%	530
2022 Q2	$8K	Buy	304 +1	+0.3%	+$30	﹤0.01%	569
2022 Q1	$10K	Buy	303 +89	+42%	+$3.02K	﹤0.01%	540
2021 Q4	$8K	Hold	214	–	–	﹤0.01%	606
2021 Q3	$8K	Hold	214	–	–	﹤0.01%	592
2021 Q2	$7K	Hold	214	–	–	﹤0.01%	613
2021 Q1	$6K	Hold	214	–	–	﹤0.01%	565
2020 Q4	$5K	Hold	214	–	–	﹤0.01%	604
2020 Q3	$4K	Hold	214	–	–	﹤0.01%	574
2020 Q2	$3K	Hold	214	–	–	﹤0.01%	587
2020 Q1	$3K	Hold	214	–	–	﹤0.01%	543
2019 Q4	$4K	Hold	214	–	–	﹤0.01%	546
2019 Q3	$4K	Sell	214 -15	-7%	-$267	﹤0.01%	560
2019 Q2	$4K	Hold	229	–	–	﹤0.01%	541
2019 Q1	$4K	Buy	+229	New	+$4.04K	﹤0.01%	514

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TS Financial Group (TSFG)'s JEF Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 205 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

TS Financial Group (TSFG) first reported a position in JEF in Q1 2019 and has held it in 30 quarters since. The position peaked at $16K in Q4 2024. 167 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

TS Financial Group (TSFG) held 205 shares of Jefferies Financial Group worth $10K as of Q2 2026.
TS Financial Group (TSFG) left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #612 holding.
TS Financial Group (TSFG) first reported a position in Jefferies Financial Group in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s Jefferies Financial Group position peaked at $16K in Q4 2024.
167 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.