United Capital Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

United Capital 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	$557K	Buy	11,139 +203	+2%	+$10.5K	﹤0.01%	1054
2026 Q1	$451K	Buy	10,936 +721	+7%	+$37.4K	﹤0.01%	1117
2025 Q4	$633K	Buy	10,215 +6,319	+162%	+$362K	﹤0.01%	887
2025 Q3	$255K	Buy	3,896 +234	+6%	+$14.3K	﹤0.01%	1071
2025 Q2	$200K	Buy	+3,662	New	+$181K	﹤0.01%	1060
2025 Q1	–	Sell	-3,485	Closed	-$273K	–	1094
2024 Q4	$273K	Buy	3,485 +16	+0.5%	+$1.15K	﹤0.01%	914
2024 Q3	$214K	Buy	+3,469	New	+$197K	﹤0.01%	989
2014 Q2	–	Sell	-8,885	Closed	-$223K	–	877
2014 Q1	$223K	Buy	+8,885	New	+$219K	﹤0.01%	851

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

United Capital Financial Advisors's JEF Position: Q2 2026 in Review

United Capital Financial Advisors increased its Jefferies Financial Group (JEF) stake by 1.9% in Q2 2026, buying an estimated $10.5K and bringing the position to 11,139 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

United Capital Financial Advisors first reported a position in JEF in Q1 2014 and has held it in 8 quarters since. The position peaked at $633K in Q4 2025. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

United Capital Financial Advisors held 11,139 shares of Jefferies Financial Group worth $557K as of Q2 2026.
United Capital Financial Advisors bought 203 Jefferies Financial Group shares in Q2 2026, an estimated $10.5K.
Jefferies Financial Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1054 holding.
United Capital Financial Advisors first reported a position in Jefferies Financial Group in Q1 2014 and has held it in 8 quarters since.
United Capital Financial Advisors's Jefferies Financial Group position peaked at $633K in Q4 2025.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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