Back to JEF
Modera Wealth Management, LLC → JEF
Modera Wealth Management, LLC JEF Position History
Jefferies Financial Group Inc. • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 23.8K | — | — |
| Q2 2026 | $1.2M | 23.9K | — | — |
| Q1 2026 | $1.1M | 25.7K | — | — |
| Q4 2025 | $1.6M | 26.3K | — | — |
| Q3 2025 | $1.8M | 27.0K | — | — |
Other funds holding JEF
$896.1M
$837.3M
$804.5M
$803.8M
$468.1M
$418.6M
$399.9M
$398.7M