Waterfront Wealth
JEF icon

Waterfront Wealth’s Jefferies Financial Group JEF Stock Holding History

Waterfront Wealth’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
Q3 		$6.56M Buy
145,887
+333
+0.2% +$17.6K 1.05% 20
2026
Q2 		$7.58M Sell
145,554
-1,054
-0.7% -$54.3K 1.17% 19
2026
Q1 		$6.05M Buy
146,608
+452
+0.3% +$23.5K 1.11% 17
2025
Q4 		$9.23M Buy
146,156
+21
+0% +$1.2K 1.75% 9
2025
Q3 		$8.03M Sell
146,135
-33
-0% -$2.01K 1.64% 11
2025
Q2 		$7.99M Sell
146,168
-90
-0.1% -$4.46K 1.79% 7
2025
Q1 		$7.84M Sell
146,258
-397
-0.3% -$26.9K 1.91% 7
2024
Q4 		$11.5M Sell
146,655
-2,546
-2% -$183K 2.8% 3
2024
Q3 		$9.7M Sell
149,201
-571
-0.4% -$32.4K 2.37% 3
2024
Q2 		$7.45M Sell
149,772
-1,033
-0.7% -$46.4K 2.02% 6
2024
Q1 		$6.58M Buy
150,805
+942
+0.6% +$39.2K 1.84% 6
2023
Q4 		$6.06M Sell
149,863
-15,389
-9% -$544K 1.79% 8
2023
Q3 		$5.29M Sell
165,252
-14,524
-8% -$520K 1.73% 8
2023
Q2 		$6.7M Buy
179,776
+4,932
+3% +$154K 1.99% 8
2023
Q1 		$5.55M Sell
174,844
-13,984
-7% -$505K 1.81% 7
2022
Q4 		$7.06M Sell
188,828
-15,478
-8% -$514K 2.43% 5
2022
Q3 		$6.68M Sell
204,306
-6,927
-3% -$210K 2.54% 5
2022
Q2 		$5.58M Buy
211,233
+1,256
+0.6% +$37.1K 2.25% 5
2022
Q1 		$6.53M Buy
209,977
+2,574
+1% +$87.4K 2.31% 6
2021
Q4 		$7.69M Sell
207,403
-22,051
-10% -$849K 3.05% 4
2021
Q3 		$8.14M Sell
229,454
-18,526
-7% -$620K 3.94% 3
2021
Q2 		$8.11M Buy
247,980
+2,984
+1% +$91K 3.83% 4
2021
Q1 		$7.12M Sell
244,996
-6,557
-3% -$179K 3.58% 3
2020
Q4 		$5.92M Buy
+251,553
New +$5.28M 4.19% 4

Other funds holding JEF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Waterfront Wealth's JEF Position: Q3 2026 in Review

Waterfront Wealth increased its Jefferies Financial Group (JEF) stake by 0.23% in Q3 2026, buying an estimated $17.6K and bringing the position to 145,887 shares worth $6.56M. The position accounts for 1.05% of the portfolio, ranked #20.

Waterfront Wealth first reported a position in JEF in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.5M in Q4 2024. 322 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Waterfront Wealth held 145,887 shares of Jefferies Financial Group worth $6.56M as of Q3 2026.
  • Waterfront Wealth bought 333 Jefferies Financial Group shares in Q3 2026, an estimated $17.6K.
  • Jefferies Financial Group made up 1.05% of Waterfront Wealth's portfolio in Q3 2026, its #20 holding.
  • Waterfront Wealth first reported a position in Jefferies Financial Group in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's Jefferies Financial Group position peaked at $11.5M in Q4 2024.
  • 322 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.