Evelyn Partners Group Ltd’s Jefferies Financial Group JEF Stock Holding History

Evelyn Partners Group Ltd’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	$577K	Buy	+11,543	New	+$595K	﹤0.01%	208

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 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

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAA

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

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Evelyn Partners Group Ltd's JEF Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 11,543 shares worth $577K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings.

282 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Evelyn Partners Group Ltd held 11,543 shares of Jefferies Financial Group worth $577K as of Q2 2026.
Jefferies Financial Group was a new Evelyn Partners Group Ltd position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #208 holding.
282 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.