Planning Strategies Inc.’s Jefferies Financial Group JEF Stock Holding History

Planning Strategies Inc.’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	$1.75K	Buy	+35	New	+$1.8K	﹤0.01%	626

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

Planning Strategies Inc.'s JEF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 35 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings.

167 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Planning Strategies Inc. held 35 shares of Jefferies Financial Group worth $1.75K as of Q2 2026.
Jefferies Financial Group was a new Planning Strategies Inc. position in Q2 2026.
Jefferies Financial Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #626 holding.
167 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.