Wolff Wiese Magana’s Jefferies Financial Group JEF Stock Holding History

Wolff Wiese Magana’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	$250	Hold	5	–	–	﹤0.01%	996
2026 Q1	$207	Hold	5	–	–	﹤0.01%	953
2025 Q4	$310	Hold	5	–	–	﹤0.01%	906
2025 Q3	$328	Hold	5	–	–	﹤0.01%	916
2025 Q2	$274	Hold	5	–	–	﹤0.01%	938
2025 Q1	$268	Hold	5	–	–	﹤0.01%	954
2024 Q4	$392	Hold	5	–	–	﹤0.01%	895
2024 Q3	$308	Hold	5	–	–	﹤0.01%	944
2024 Q2	$249	Hold	5	–	–	﹤0.01%	746
2024 Q1	$221	Hold	5	–	–	﹤0.01%	680
2023 Q4	$203	Hold	5	–	–	﹤0.01%	679
2023 Q3	$184	Hold	5	–	–	﹤0.01%	758
2023 Q2	$166	Hold	5	–	–	﹤0.01%	768
2023 Q1	$159	Hold	5	–	–	﹤0.01%	734
2022 Q4	$171	Hold	5	–	–	﹤0.01%	730
2022 Q3	$0	Hold	5	–	–	﹤0.01%	901
2022 Q2	$0	Buy	+5	New	+$148	﹤0.01%	908

Other funds holding JEF

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

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

Wolff Wiese Magana's JEF Position: Q2 2026 in Review

Wolff Wiese Magana held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 5 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Wolff Wiese Magana first reported a position in JEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $392 in Q4 2024. 167 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Wolff Wiese Magana held 5 shares of Jefferies Financial Group worth $250 as of Q2 2026.
Wolff Wiese Magana left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #996 holding.
Wolff Wiese Magana first reported a position in Jefferies Financial Group in Q2 2022 and has held it in 17 quarters since.
Wolff Wiese Magana's Jefferies Financial Group position peaked at $392 in Q4 2024.
167 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.