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Jefferies Finl Group shares owned by Family Wealth Partners

Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by Family Wealth Partners from 13F filings

Historical chart of Family Wealth Partners investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Jefferies Finl Group held by Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferies Finl Group by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 4.9k 49.98

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)

View all positions for Family Wealth Partners

Top funds holding Jefferies Finl Group

BlackRock
Sumitomo Mitsui Financial
Vanguard Portfolio Management
Vanguard Capital Management
AQR Capital Management
Barrow, Hanley, Mewhinney & Strauss
State Street Corporation
Massachusetts Mutual Life Insurance Company
Alliancebernstein
Geode Capital Management
D. E. Shaw & Co
Two Sigma Investments
Morgan Stanley
Dimensional Fund Advisors
Millennium Management

View all funds holding Jefferies Finl Group