WTA
JEF icon

Washington Trust Advisors’s Jefferies Financial Group JEF Stock Holding History

Washington Trust 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 		$46.6K Hold
932
– – ﹤0.01% 377
2026
Q1 		$38.5K Hold
932
– – ﹤0.01% 385
2025
Q4 		$57.8K Hold
932
– – ﹤0.01% 344
2025
Q3 		$61K Sell
932
-300
-24% -$18.3K ﹤0.01% 339
2025
Q2 		$67.4K Hold
1,232
– – 0.01% 295
2025
Q1 		$66K Hold
1,232
– – 0.01% 295
2024
Q4 		$96.6K Hold
1,232
– – 0.01% 260
2024
Q3 		$75.8K Hold
1,232
– – 0.01% 282
2024
Q2 		$61.3K Hold
1,232
– – 0.01% 294
2024
Q1 		$54.3K Hold
1,232
– – 0.01% 307
2023
Q4 		$49.8K Hold
1,232
– – ﹤0.01% 308
2023
Q3 		$45.1K Buy
+1,232
New +$44.1K ﹤0.01% 316

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's JEF Position: Q2 2026 in Review

Washington Trust Advisors held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 932 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Washington Trust Advisors first reported a position in JEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $96.6K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Washington Trust Advisors held 932 shares of Jefferies Financial Group worth $46.6K as of Q2 2026.
  • Washington Trust Advisors left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #377 holding.
  • Washington Trust Advisors first reported a position in Jefferies Financial Group in Q3 2023 and has held it in 12 quarters since.
  • Washington Trust Advisors's Jefferies Financial Group position peaked at $96.6K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.