Wealth Preservation Advisors’s Jefferies Financial Group JEF Stock Holding History

Wealth Preservation 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 Q1	$3.3K	Buy	+80	New	+$4.15K	﹤0.01%	539

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Preservation Advisors's JEF Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 80 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Wealth Preservation Advisors held 80 shares of Jefferies Financial Group worth $3.3K as of Q1 2026.
Jefferies Financial Group was a new Wealth Preservation Advisors position in Q1 2026.
Jefferies Financial Group made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #539 holding.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.