Waverly Advisors’s Jefferies Financial Group JEF Stock Holding History

Waverly 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	$666K	Buy	13,322 +2,613	+24%	+$135K	﹤0.01%	1044
2026 Q1	$442K	Buy	10,709 +2,199	+26%	+$114K	﹤0.01%	1144
2025 Q4	$527K	Buy	8,510 +4,893	+135%	+$280K	﹤0.01%	984
2025 Q3	$237K	Buy	+3,617	New	+$221K	﹤0.01%	1136
2018 Q4	–	Sell	-10,929	Closed	-$215K	–	168
2018 Q3	$215K	Hold	10,929	–	–	0.03%	171
2018 Q2	$222K	Hold	10,929	–	–	0.03%	166
2018 Q1	$222K	Hold	10,929	–	–	0.04%	159
2017 Q4	$259K	Hold	10,929	–	–	0.04%	205
2017 Q3	$247K	Hold	10,929	–	–	0.05%	191
2017 Q2	$256K	Hold	10,929	–	–	0.06%	185
2017 Q1	$254K	Buy	+10,929	New	+$244K	0.07%	185
2014 Q1	–	Sell	-153	Closed	-$4K	–	775
2013 Q4	$4K	Buy	+153	New	+$3.87K	﹤0.01%	706

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

Waverly Advisors's JEF Position: Q2 2026 in Review

Waverly Advisors increased its Jefferies Financial Group (JEF) stake by 24% in Q2 2026, buying an estimated $135K and bringing the position to 13,322 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Waverly Advisors first reported a position in JEF in Q4 2013 and has held it in 12 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Waverly Advisors held 13,322 shares of Jefferies Financial Group worth $666K as of Q2 2026.
Waverly Advisors bought 2,613 Jefferies Financial Group shares in Q2 2026, an estimated $135K.
Jefferies Financial Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1044 holding.
Waverly Advisors first reported a position in Jefferies Financial Group in Q4 2013 and has held it in 12 quarters since.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.