WCM
JEF icon

Whitener Capital Management’s Jefferies Financial Group JEF Stock Holding History

Whitener Capital 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 		$282K Sell
5,645
-170
-3% -$8.76K 0.06% 159
2026
Q1 		$240K Buy
5,815
+200
+4% +$10.4K 0.05% 163
2025
Q4 		$348K Hold
5,615
– – 0.08% 133
2025
Q3 		$367K Buy
5,615
+70
+1% +$4.27K 0.09% 130
2025
Q2 		$303K Buy
5,545
+50
+0.9% +$2.48K 0.08% 136
2025
Q1 		$294K Sell
5,495
-100
-2% -$6.79K 0.08% 131
2024
Q4 		$439K Sell
5,595
-300
-5% -$21.6K 0.12% 110
2024
Q3 		$363K Hold
5,895
– – 0.1% 122
2024
Q2 		$293K Hold
5,895
– – 0.09% 127
2024
Q1 		$260K Hold
5,895
– – 0.09% 133
2023
Q4 		$238K Sell
5,895
-70
-1% -$2.48K 0.09% 129
2023
Q3 		$218K Buy
+5,965
New +$214K 0.09% 130
2019
Q4 		– Sell
-1,732
Closed -$30K – 288
2019
Q3 		$30K Buy
1,732
+1,248
+258% +$22.2K 0.02% 269
2019
Q2 		$8K Buy
484
+54
+13% +$926 ﹤0.01% 365
2019
Q1 		$7K Hold
430
– – ﹤0.01% 365
2018
Q4 		$6K Buy
430
+318
+284% +$5.82K ﹤0.01% 351
2018
Q3 		$2K Buy
+112
New +$2.33K ﹤0.01% 425

Other funds holding JEF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Whitener Capital Management's JEF Position: Q2 2026 in Review

Whitener Capital Management reduced its Jefferies Financial Group (JEF) stake by 2.9% in Q2 2026, selling an estimated $8.76K and leaving 5,645 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #159.

Whitener Capital Management first reported a position in JEF in Q3 2018 and has held it in 17 quarters since. The position peaked at $439K in Q4 2024. 64 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Whitener Capital Management held 5,645 shares of Jefferies Financial Group worth $282K as of Q2 2026.
  • Whitener Capital Management sold 170 Jefferies Financial Group shares in Q2 2026, an estimated $8.76K.
  • Jefferies Financial Group made up 0.06% of Whitener Capital Management's portfolio in Q2 2026, its #159 holding.
  • Whitener Capital Management first reported a position in Jefferies Financial Group in Q3 2018 and has held it in 17 quarters since.
  • Whitener Capital Management's Jefferies Financial Group position peaked at $439K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.