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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
Q3 		– Sell
-3,942
Closed -$205K – 1051
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's JEF Position: Q3 2026 in Review

Wedmont Private Capital sold out of Jefferies Financial Group (JEF) in Q3 2026, closing a stake of 3,942 shares — an estimated $205K sold.

Wedmont Private Capital first reported a position in JEF in Q3 2025 and held it in 3 quarters. The position peaked at $208K in Q3 2025. 21 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Wedmont Private Capital reported no remaining Jefferies Financial Group position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 3,942 Jefferies Financial Group shares in Q3 2026, an estimated $205K.
  • Wedmont Private Capital first reported a position in Jefferies Financial Group in Q3 2025 and held it in 3 quarters.
  • Wedmont Private Capital's Jefferies Financial Group position peaked at $208K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.