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Alpine Woods Capital Investors’s Jefferies Financial Group JEF Stock Holding History

Alpine Woods Capital Investors’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
Q4 		– Sell
-11,851
Closed -$775K – 180
2025
Q3 		$775K Buy
+11,851
New +$723K 0.18% 92

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Vanguard Group
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SMFG
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Allspring Global Investments
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Alpine Woods Capital Investors's JEF Position: Q4 2025 in Review

Alpine Woods Capital Investors sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 11,851 shares — an estimated $775K sold.

Alpine Woods Capital Investors first reported a position in JEF in Q3 2025 and held it in 1 quarter. The position peaked at $775K in Q3 2025. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Alpine Woods Capital Investors reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 11,851 Jefferies Financial Group shares in Q4 2025, an estimated $775K.
  • Alpine Woods Capital Investors first reported a position in Jefferies Financial Group in Q3 2025 and held it in 1 quarter.
  • Alpine Woods Capital Investors's Jefferies Financial Group position peaked at $775K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2025, filed 18 Feb 2026.