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Whipplewood Advisors’s Jefferies Financial Group JEF Stock Holding History

Whipplewood 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
-33
Closed -$1.36K – 862
2026
Q1 		$1.36K Buy
+33
New +$1.71K ﹤0.01% 840
2025
Q3 		– Sell
-33
Closed -$1.8K – 749
2025
Q2 		$1.8K Sell
33
-155
-82% -$7.67K ﹤0.01% 904
2025
Q1 		$1.77K Buy
188
+155
+470% +$10.5K ﹤0.01% 913
2024
Q4 		$2.59K Buy
+33
New +$2.37K ﹤0.01% 827

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

Whipplewood Advisors's JEF Position: Q2 2026 in Review

Whipplewood Advisors sold out of Jefferies Financial Group (JEF) in Q2 2026, closing a stake of 33 shares — an estimated $1.36K sold.

Whipplewood Advisors first reported a position in JEF in Q4 2024 and held it in 4 quarters. The position peaked at $2.59K in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Whipplewood Advisors reported no remaining Jefferies Financial Group position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 33 Jefferies Financial Group shares in Q2 2026, an estimated $1.36K.
  • Whipplewood Advisors first reported a position in Jefferies Financial Group in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Jefferies Financial Group position peaked at $2.59K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.