Back to JEF
Waterfront Wealth Inc. JEF Position History
Jefferies Financial Group Inc. • Financial Services
Quarters held
5
Latest value
$6.6M
Q3 2026
Peak value
$9.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8M |
| Q4 2025 | $9.2M |
| Q1 2026 | $6.1M |
| Q2 2026 | $7.6M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 145.9K | — | — |
| Q2 2026 | $7.6M | 145.6K | — | — |
| Q1 2026 | $6.1M | 146.6K | — | — |
| Q4 2025 | $9.2M | 146.2K | — | — |
| Q3 2025 | $8M | 146.1K | — | — |
Other funds holding JEF
$896.1M
$837.3M
$804.5M
$803.8M
$468.1M
$418.6M
$399.9M
$398.7M