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Altshuler Shaham’s Jefferies Financial Group JEF Stock Holding History

Altshuler Shaham’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
-422
Closed -$27.6K – 436
2025
Q3 		$27.6K Buy
422
+62
+17% +$3.78K ﹤0.01% 168
2025
Q2 		$19.7K Buy
+360
New +$17.8K ﹤0.01% 171
2024
Q2 		– Sell
-775
Closed -$34.2K – 327
2024
Q1 		$34.2K Sell
775
-383
-33% -$16K ﹤0.01% 118
2023
Q4 		$46.8K Buy
+1,158
New +$41K ﹤0.01% 118
2023
Q2 		– Sell
-3,240
Closed -$103K – 360
2023
Q1 		$103K Buy
3,240
+19
+0.6% +$686 ﹤0.01% 145
2022
Q4 		$106K Sell
3,221
-1,026
-24% -$34.1K ﹤0.01% 144
2022
Q3 		$118K Sell
4,247
-491
-10% -$14.9K ﹤0.01% 147
2022
Q2 		$125K Buy
4,738
+97
+2% +$2.87K ﹤0.01% 163
2022
Q1 		$146K Buy
4,641
+539
+13% +$18.3K ﹤0.01% 247
2021
Q4 		$152K Sell
4,102
-132
-3% -$5.08K ﹤0.01% 275
2021
Q3 		$151K Buy
4,234
+2,307
+120% +$77.2K ﹤0.01% 281
2021
Q2 		$63K Buy
+1,927
New +$58.8K ﹤0.01% 404
2020
Q2 		– Sell
-18
Closed – – 459
2020
Q1 		$0 Hold
18
– – ﹤0.01% 533
2019
Q4 		$0 Buy
18
+3
+20% +$57 ﹤0.01% 560
2019
Q3 		$0 Buy
+15
New +$267 ﹤0.01% 492

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
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

Altshuler Shaham's JEF Position: Q4 2025 in Review

Altshuler Shaham sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 422 shares — an estimated $27.6K sold.

Altshuler Shaham first reported a position in JEF in Q3 2019 and held it in 15 quarters. The position peaked at $152K in Q4 2021. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Altshuler Shaham reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Altshuler Shaham sold 422 Jefferies Financial Group shares in Q4 2025, an estimated $27.6K.
  • Altshuler Shaham first reported a position in Jefferies Financial Group in Q3 2019 and held it in 15 quarters.
  • Altshuler Shaham's Jefferies Financial Group position peaked at $152K in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Altshuler Shaham's 13F filing for Q4 2025, filed 17 Feb 2026.