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AdvisorShares Investments’s Jefferies Financial Group JEF Stock Holding History

AdvisorShares Investments’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,500
Closed -$510K – 297
2024
Q4 		$510K Buy
+6,500
New +$468K 0.1% 101
2023
Q1 		– Sell
-12,603
Closed -$413K – 312
2022
Q4 		$413K Buy
+12,603
New +$419K 0.12% 117

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AdvisorShares Investments's JEF Position: Q1 2025 in Review

AdvisorShares Investments sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 6,500 shares — an estimated $510K sold.

AdvisorShares Investments first reported a position in JEF in Q4 2022 and held it in 2 quarters. The position peaked at $510K in Q4 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • AdvisorShares Investments reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 6,500 Jefferies Financial Group shares in Q1 2025, an estimated $510K.
  • AdvisorShares Investments first reported a position in Jefferies Financial Group in Q4 2022 and held it in 2 quarters.
  • AdvisorShares Investments's Jefferies Financial Group position peaked at $510K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on AdvisorShares Investments's 13F filing for Q1 2025, filed 13 May 2025.