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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
Q2 		– Sell
-80
Closed -$3.3K – 500
2026
Q1 		$3.3K Buy
+80
New +$4.15K ﹤0.01% 539

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 Preservation Advisors's JEF Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 80 shares — an estimated $3.3K sold.

Wealth Preservation Advisors first reported a position in JEF in Q1 2026 and held it in 1 quarter. The position peaked at $3.3K in Q1 2026. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 80 Jefferies Financial Group shares in Q2 2026, an estimated $3.3K.
  • Wealth Preservation Advisors first reported a position in Jefferies Financial Group in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Jefferies Financial Group position peaked at $3.3K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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