WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1632972
PLYMOUTH, MN
Position in JEF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,429,476
+$3,661,718 QoQ
Shares Held
168,657
+46.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#88
of 581 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. JEF ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
730,082 | $152,616,341 | |
| 2 | GS |
Goldman Sachs Group Inc
|
84,239 | $85,196,797 | |
| 3 | SCHW |
Schwab Charles Corp
|
732,753 | $67,611,119 | |
| 4 | WULF |
Terawulf Inc.
|
1,959,166 | $48,391,400 | |
| 5 | MC |
Moelis & Co
|
283,885 | $18,571,756 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
138,296 | $13,868,322 | |
| 7 | TW |
Tradeweb Markets Inc.
|
96,556 | $9,622,770 | |
| 8 | EVR |
Evercore Inc.
|
26,830 | $9,160,835 |
All Filings in JEF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,429,476 | 168,657 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,767,758 | 115,526 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,164,991 | 147,894 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,628,364 | 116,606 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,846,319 | 143,469 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,581,708 | 141,529 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,082,937 | 141,364 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $8,808,605 | 143,113 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,064,078 | 141,963 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $421,110 | 9,549 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $377,025 | 9,330 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $445,823 | 12,171 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $3,289,735 | 100,144 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,626,559 | 93,468 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $2,464,739 | 81,885 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,957,031 | 79,554 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||