AM Investment Strategies’s Jefferies Financial Group JEF Stock Holding History

AM Investment Strategies’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	-10,000	Closed	-$546K	–	113
2025 Q2	$546K	Hold	10,000	–	–	0.13%	69
2025 Q1	$536K	Hold	10,000	–	–	0.13%	67
2024 Q4	$784K	Hold	10,000	–	–	0.19%	58
2024 Q3	$616K	Sell	10,000 -122	-1%	-$6.92K	0.15%	60
2024 Q2	$504K	Hold	10,122	–	–	0.12%	69
2024 Q1	$446K	Hold	10,122	–	–	0.11%	74
2023 Q4	$409K	Buy	+10,122	New	+$358K	0.12%	72
2023 Q1	–	Sell	-8,262	Closed	-$271K	–	97
2022 Q4	$271K	Sell	8,262 -671	-8%	-$22.3K	0.1%	74
2022 Q3	$252K	Buy	8,933 +22	+0.2%	+$666	0.09%	73
2022 Q2	$235K	Buy	8,911 +24	+0.3%	+$709	0.08%	81
2022 Q1	$279K	Buy	+8,887	New	+$302K	0.07%	88

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AM Investment Strategies's JEF Position: Q3 2025 in Review

AM Investment Strategies sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 10,000 shares — an estimated $546K sold.

AM Investment Strategies first reported a position in JEF in Q1 2022 and held it in 11 quarters. The position peaked at $784K in Q4 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

AM Investment Strategies reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
AM Investment Strategies sold 10,000 Jefferies Financial Group shares in Q3 2025, an estimated $546K.
AM Investment Strategies first reported a position in Jefferies Financial Group in Q1 2022 and held it in 11 quarters.
AM Investment Strategies's Jefferies Financial Group position peaked at $784K in Q4 2024.
568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on AM Investment Strategies's 13F filing for Q3 2025, filed 30 Oct 2025.