Aigen Investment Management’s Jefferies Financial Group JEF Stock Holding History

Aigen Investment Management’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 Q3	–	Sell	-18,744	Closed	-$1.03M	–	937
2025 Q2	$1.03M	Sell	18,744 -2,877	-13%	-$142K	0.14%	239
2025 Q1	$1.16M	Buy	+21,621	New	+$1.47M	0.18%	167
2024 Q3	–	Sell	-23,767	Closed	-$1.18M	–	868
2024 Q2	$1.18M	Buy	+23,767	New	+$1.07M	0.23%	114
2023 Q4	–	Sell	-10,993	Closed	-$403K	–	932
2023 Q3	$403K	Buy	+10,993	New	+$394K	0.08%	431
2023 Q2	–	Sell	-21,500	Closed	-$682K	–	871
2023 Q1	$682K	Buy	+21,500	New	+$777K	0.09%	256
2022 Q3	–	Sell	-11,399	Closed	-$301K	–	668
2022 Q2	$301K	Buy	+11,399	New	+$337K	0.05%	393
2020 Q4	–	Sell	-29,703	Closed	-$511K	–	907
2020 Q3	$511K	Buy	+29,703	New	+$486K	0.07%	392

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's JEF Position: Q3 2025 in Review

Aigen Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 18,744 shares — an estimated $1.03M sold.

Aigen Investment Management first reported a position in JEF in Q3 2020 and held it in 7 quarters. The position peaked at $1.18M in Q2 2024. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Aigen Investment Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
Aigen Investment Management sold 18,744 Jefferies Financial Group shares in Q3 2025, an estimated $1.03M.
Aigen Investment Management first reported a position in Jefferies Financial Group in Q3 2020 and held it in 7 quarters.
Aigen Investment Management's Jefferies Financial Group position peaked at $1.18M in Q2 2024.
570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.