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Jefferies Finl Group shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Jefferies Finl Group by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 82k 65.42
2025-06-30 $4.6M 82k 55.56
2025-03-31 $3.2M 60k 53.57
2024-12-31 $4.4M 56k 78.40

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Chevron Corporation (CVX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 10+ Yr Invst Grd (IGLB)
T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

Top funds holding Jefferies Finl Group

BlackRock
Vanguard Group
Sumitomo Mitsui Financial
Allspring Global Investments Holdings
Alliancebernstein
Jpmorgan Chase & Co
State Street Corporation
Massachusetts Mutual Life Insurance Company
Eminence Capital
Geode Capital Management
Morgan Stanley
First Pacific Advisors
Dimensional Fund Advisors
Artemis Investment Management
Fisher Investments

View all funds holding Jefferies Finl Group