Alaska Permanent Fund’s Jefferies Financial Group JEF Stock Holding History

Alaska Permanent Fund’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 Q2	–	Sell	-5,622	Closed	-$263K	–	222
2025 Q1	$263K	Hold	5,622	–	–	﹤0.01%	415
2024 Q4	$441K	Hold	5,622	–	–	0.01%	396
2024 Q3	$346K	Hold	5,622	–	–	0.01%	405
2024 Q2	$329K	Sell	5,622 -5,623	-50%	-$252K	﹤0.01%	408
2024 Q1	$496K	Hold	11,245	–	–	0.01%	413
2023 Q4	$454K	Buy	+11,245	New	+$398K	0.01%	383
2022 Q4	$2.71M	Hold	82,843	–	–	0.04%	136
2022 Q3	$2.34M	Hold	82,843	–	–	0.04%	133
2022 Q2	$2.19M	Sell	82,843 -209	-0.3%	-$6.18K	0.03%	195
2022 Q1	$2.61M	Hold	83,052	–	–	0.04%	109
2021 Q4	$2.91M	Hold	83,052	–	–	0.05%	64
2021 Q3	$2.95M	Hold	83,052	–	–	0.06%	48
2021 Q2	$2.71M	Buy	+83,052	New	+$2.53M	0.05%	43

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alaska Permanent Fund's JEF Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 5,622 shares — an estimated $263K sold.

Alaska Permanent Fund first reported a position in JEF in Q2 2021 and held it in 13 quarters. The position peaked at $2.95M in Q3 2021. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Alaska Permanent Fund reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 5,622 Jefferies Financial Group shares in Q2 2025, an estimated $263K.
Alaska Permanent Fund first reported a position in Jefferies Financial Group in Q2 2021 and held it in 13 quarters.
Alaska Permanent Fund's Jefferies Financial Group position peaked at $2.95M in Q3 2021.
557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.