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JEFJEF
22 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in JEFFERIES FINANCIAL GROUP IN

NewEdge Wealth, LLC holds 998,413 shares of JEF (JEFFERIES FINANCIAL GROUP IN), worth $49.9M as of 2026-Q2. The position was decreased (-1.9% shares). JEF represents 0.5% of NewEdge Wealth, LLC's portfolio.

Current Value

$49.9M

Current Shares

998,413

Total Value Change

+$41.4M

Total Shares Change

+717,361

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
998,413
-1.9%
$49.9M0.5%$49.61
0
2026-Q1
Increased
1M
+10.1%
$42M0.5%$40.65
45
2025-Q4
Increased
924,615
+1.6%
$57.3M0.6%$60.59
42
2025-Q3
Increased
909,803
+16.4%
$49.1M0.7%$63.50
48
2025-Q2
Increased
781,548
+55.4%
$45M0.7%$52.73
58
2025-Q1
Increased
502,900
+11.7%
$26.9M0.5%$51.26
38
2024-Q4
Increased
450,139
+6.5%
$35.3M0.6%$74.60
44
2024-Q3
Increased
422,700
+2.8%
$26M0.5%$58.29
35
2024-Q2
Increased
411,211
+2.9%
$20.5M0.4%$46.84
35
2024-Q1
Increased
399,525
+12.1%
$17.5M0.4%$41.25
38
2023-Q4
Increased
356,379
+9.4%
$14.4M0.4%$37.52
37
2023-Q3
Decreased
325,840
-41.3%
$11.9M0.4%$33.70
0
2023-Q2
Increased
555,027
+5.8%
$18.4M0.6%$30.26
42
2023-Q1
Increased
524,793
+11.4%
$16.7M0.6%$28.66
44
2022-Q4
Increased
471,240
+5.9%
$16.2M0.7%$29.37
42
2022-Q3
Increased
444,803
+13.4%
$13.1M0.6%$25.05
45
2022-Q2
Increased
392,237
+4.2%
$10.8M0.5%$23.25
35
2022-Q1
Increased
376,360
+11.6%
$12.4M0.5%$27.38
44
2021-Q4
Decreased
337,225
-0.3%
$13.1M0.5%$32.08
0
2021-Q3
Increased
338,064
+5.7%
$12.6M0.7%$30.52
42
2021-Q2
Increased
319,883
+13.8%
$10.9M0.8%$27.92
44
2021-Q1
New
281,052
-
$8.5M0.8%$24.41
54

Other major holders of JEF: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD GROUP INC

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