WA
JEF icon

Waddell & Associates’s Jefferies Financial Group JEF Stock Holding History

Waddell & Associates’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 		$778K Buy
15,558
+8,327
+115% +$429K 0.04% 167
2026
Q1 		$298K Buy
7,231
+1,650
+30% +$85.6K 0.02% 338
2025
Q4 		$346K Buy
+5,581
New +$320K 0.02% 246

Other funds holding JEF

Assenagon Asset Management
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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GI
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)
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
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
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Waddell & Associates's JEF Position: Q2 2026 in Review

Waddell & Associates increased its Jefferies Financial Group (JEF) stake by 115% in Q2 2026, buying an estimated $429K and bringing the position to 15,558 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #167.

Waddell & Associates first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Waddell & Associates held 15,558 shares of Jefferies Financial Group worth $778K as of Q2 2026.
  • Waddell & Associates bought 8,327 Jefferies Financial Group shares in Q2 2026, an estimated $429K.
  • Jefferies Financial Group made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #167 holding.
  • Waddell & Associates first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.