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

Wealth Enhancement Trust 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 		$20.2K Buy
405
+399
+6,650% +$20.6K ﹤0.01% 623
2026
Q1 		$248 Hold
6
– – ﹤0.01% 763
2025
Q4 		$372 Buy
+6
New +$344 ﹤0.01% 707

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Wealth Enhancement Trust Services increased its Jefferies Financial Group (JEF) stake by 6,650% in Q2 2026, buying an estimated $20.6K and bringing the position to 405 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Wealth Enhancement Trust Services first reported a position in JEF in Q4 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Wealth Enhancement Trust Services held 405 shares of Jefferies Financial Group worth $20.2K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 399 Jefferies Financial Group shares in Q2 2026, an estimated $20.6K.
  • Jefferies Financial Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #623 holding.
  • Wealth Enhancement Trust Services first reported a position in Jefferies Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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