Wealth Enhancement Advisory Services
JEF icon

Wealth Enhancement Advisory Services’s Jefferies Financial Group JEF Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.29M Buy
168,657
+53,131
+46% +$2.74M 0.01% 815
2026
Q1 		$3.98M Sell
115,526
-32,368
-22% -$1.68M 0.01% 1017
2025
Q4 		$9.85M Buy
147,894
+31,288
+27% +$1.79M 0.01% 700
2025
Q3 		$6.89M Sell
116,606
-26,863
-19% -$1.64M 0.01% 810
2025
Q2 		$8.17M Buy
143,469
+1,940
+1% +$96K 0.01% 707
2025
Q1 		$7.58M Buy
141,529
+165
+0.1% +$11.2K 0.01% 682
2024
Q4 		$11.1M Sell
141,364
-1,749
-1% -$126K 0.02% 530
2024
Q3 		$8.81M Buy
143,113
+1,150
+0.8% +$65.2K 0.02% 549
2024
Q2 		$7.06M Buy
141,963
+132,414
+1,387% +$5.94M 0.02% 590
2024
Q1 		$421K Buy
9,549
+219
+2% +$9.12K ﹤0.01% 1694
2023
Q4 		$377K Sell
9,330
-2,841
-23% -$100K ﹤0.01% 1674
2023
Q3 		$446K Buy
+12,171
New +$436K ﹤0.01% 1500
2022
Q2 		– Sell
-104,751
Closed -$3.35M – 353
2022
Q1 		$3.35M Buy
104,751
+6,983
+7% +$237K 0.05% 159
2021
Q4 		$3.44M Buy
+97,768
New +$3.77M 0.05% 140
2021
Q2 		– Sell
-85,652
Closed -$2.49M – 291
2021
Q1 		$2.49M Buy
85,652
+2,439
+3% +$66.5K 0.05% 135
2020
Q4 		$2.08M Buy
+83,213
New +$1.75M 0.05% 118
2018
Q2 		– Sell
-63,984
Closed -$1.4M – 176
2018
Q1 		$1.4M Buy
+63,984
New +$1.45M 0.09% 82
2017
Q3 		– Sell
-50,083
Closed -$1.19M – 166
2017
Q2 		$1.19M Buy
+50,083
New +$1.14M 0.11% 85
2017
Q1 		– Sell
-42,235
Closed -$879K – 158
2016
Q4 		$879K Buy
42,235
+403
+1% +$7.53K 0.11% 92
2016
Q3 		$723K Buy
+41,832
New +$693K 0.11% 108

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 $3.37T 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
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

Wealth Enhancement Advisory Services's JEF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Jefferies Financial Group (JEF) stake by 46% in Q2 2026, buying an estimated $2.74M and bringing the position to 168,657 shares worth $7.29M. The position accounts for 0.01% of the portfolio, ranked #815.

Wealth Enhancement Advisory Services first reported a position in JEF in Q3 2016 and has held it in 20 quarters since. The position peaked at $11.1M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 168,657 shares of Jefferies Financial Group worth $7.29M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 53,131 Jefferies Financial Group shares in Q2 2026, an estimated $2.74M.
  • Jefferies Financial Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #815 holding.
  • Wealth Enhancement Advisory Services first reported a position in Jefferies Financial Group in Q3 2016 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Jefferies Financial Group position peaked at $11.1M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.