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Wedmont Private Capital’s Jefferies Financial Group JEF Stock Holding History

Wedmont Private Capital’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 		$205K Buy
+3,942
New +$203K 0.01% 909
2026
Q1 		– Sell
-3,119
Closed -$202K – 861
2025
Q4 		$202K Sell
3,119
-406
-12% -$23.3K 0.01% 786
2025
Q3 		$208K Buy
+3,525
New +$215K 0.01% 747

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Wedmont Private Capital's JEF Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 3,942 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in JEF as recently as Q4 2025.

Wedmont Private Capital first reported a position in JEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q3 2025. 282 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Wedmont Private Capital held 3,942 shares of Jefferies Financial Group worth $205K as of Q2 2026.
  • Jefferies Financial Group was a new Wedmont Private Capital position in Q2 2026.
  • Jefferies Financial Group made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #909 holding.
  • Wedmont Private Capital first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Wedmont Private Capital's Jefferies Financial Group position peaked at $208K in Q3 2025.
  • 282 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.