Western Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Western Wealth Management’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	$429K	Sell	8,579 -88	-1%	-$4.54K	0.01%	725
2026 Q1	$358K	Buy	+8,667	New	+$450K	0.01%	738
2025 Q1	–	Sell	-8,216	Closed	-$644K	–	722
2024 Q4	$644K	Buy	8,216 +32	+0.4%	+$2.3K	0.03%	387
2024 Q3	$504K	Buy	+8,184	New	+$464K	0.03%	466
2024 Q1	–	Sell	-8,807	Closed	-$356K	–	680
2023 Q4	$356K	Sell	8,807 -3,548	-29%	-$126K	0.03%	504
2023 Q3	$453K	Sell	12,355 -1,052	-8%	-$37.7K	0.04%	409
2023 Q2	$445K	Buy	13,407 +130	+1%	+$4.06K	0.04%	401
2023 Q1	$421K	Sell	13,277 -502	-4%	-$18.1K	0.04%	412
2022 Q4	$452K	Sell	13,779 -982	-7%	-$32.6K	0.05%	359
2022 Q3	$480K	Buy	14,761 +667	+5%	+$20.2K	0.03%	498
2022 Q2	$380K	Sell	14,094 -108	-0.8%	-$3.19K	0.02%	540
2022 Q1	$446K	Buy	+14,202	New	+$482K	0.02%	561

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Western Wealth Management's JEF Position: Q2 2026 in Review

Western Wealth Management reduced its Jefferies Financial Group (JEF) stake by 1% in Q2 2026, selling an estimated $4.54K and leaving 8,579 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #725.

Western Wealth Management first reported a position in JEF in Q1 2022 and has held it in 12 quarters since. The position peaked at $644K in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Western Wealth Management held 8,579 shares of Jefferies Financial Group worth $429K as of Q2 2026.
Western Wealth Management sold 88 Jefferies Financial Group shares in Q2 2026, an estimated $4.54K.
Jefferies Financial Group made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #725 holding.
Western Wealth Management first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 12 quarters since.
Western Wealth Management's Jefferies Financial Group position peaked at $644K in Q4 2024.
590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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