AMG National Trust Bank’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-18,788
| Closed | -$1.23M | – | 470 |
|
|
2025
Q3 | $1.23M | Buy |
18,788
+123
| +0.7% | +$7.5K | 0.03% | 271 |
|
|
2025
Q2 | $1.02M | Buy |
18,665
+16
| +0.1% | +$792 | 0.03% | 292 |
|
|
2025
Q1 | $999K | Sell |
18,649
-2,075
| -10% | -$141K | 0.03% | 290 |
|
|
2024
Q4 | $1.63M | Sell |
20,724
-7,390
| -26% | -$532K | 0.04% | 215 |
|
|
2024
Q3 | $1.73M | Sell |
28,114
-8,512
| -23% | -$483K | 0.05% | 212 |
|
|
2024
Q2 | $1.82M | Sell |
36,626
-718
| -2% | -$32.2K | 0.05% | 208 |
|
|
2024
Q1 | $1.65M | Buy |
37,344
+319
| +0.9% | +$13.3K | 0.05% | 213 |
|
|
2023
Q4 | $1.5M | Sell |
37,025
-209
| -0.6% | -$7.39K | 0.05% | 218 |
|
|
2023
Q3 | $1.36M | Buy |
37,234
+33
| +0.1% | +$1.18K | 0.05% | 226 |
|
|
2023
Q2 | $1.23M | Sell |
37,201
-349
| -0.9% | -$10.9K | 0.04% | 235 |
|
|
2023
Q1 | $1.19M | Buy |
37,550
+1,533
| +4% | +$55.4K | 0.04% | 251 |
|
|
2022
Q4 | $1.18M | Buy |
36,017
+429
| +1% | +$14.3K | 0.04% | 237 |
|
|
2022
Q3 | $1M | Buy |
35,588
+224
| +0.6% | +$6.78K | 0.04% | 251 |
|
|
2022
Q2 | $934K | Buy |
35,364
+3,899
| +12% | +$115K | 0.03% | 266 |
|
|
2022
Q1 | $988K | Sell |
31,465
-579
| -2% | -$19.7K | 0.03% | 272 |
|
|
2021
Q4 | $1.19M | Hold |
32,044
| – | – | 0.04% | 252 |
|
|
2021
Q3 | $1.14M | Sell |
32,044
-11,758
| -27% | -$393K | 0.04% | 252 |
|
|
2021
Q2 | $1.43M | Buy |
43,802
+1,118
| +3% | +$34.1K | 0.05% | 223 |
|
|
2021
Q1 | $1.23M | Buy |
42,684
+716
| +2% | +$19.5K | 0.04% | 236 |
|
|
2020
Q4 | $987K | Sell |
41,968
-1,490
| -3% | -$31.3K | 0.04% | 252 |
|
|
2020
Q3 | $748K | Sell |
43,458
-739
| -2% | -$12.1K | 0.03% | 269 |
|
|
2020
Q2 | $657K | Sell |
44,197
-7,189
| -14% | -$96.3K | 0.03% | 285 |
|
|
2020
Q1 | $672K | Sell |
51,386
-482
| -0.9% | -$9.2K | 0.05% | 145 |
|
|
2019
Q4 | $1.06M | Buy |
51,868
+25
| +0% | +$473 | 0.06% | 146 |
|
|
2019
Q3 | $912K | Buy |
+51,843
| New | +$923K | 0.05% | 158 |
|
|
2015
Q2 | – | Sell |
-10,455
| Closed | -$209K | – | 257 |
|
|
2015
Q1 | $209K | Sell |
10,455
-4,918
| -32% | -$102K | 0.02% | 229 |
|
|
2014
Q4 | $309K | Hold |
15,373
| – | – | 0.03% | 217 |
|
|
2014
Q3 | $328K | Hold |
15,373
| – | – | 0.03% | 209 |
|
|
2014
Q2 | $361K | Hold |
15,373
| – | – | 0.04% | 201 |
|
|
2014
Q1 | $385K | Hold |
15,373
| – | – | 0.04% | 197 |
|
|
2013
Q4 | $390K | Hold |
15,373
| – | – | 0.04% | 195 |
|
|
2013
Q3 | $375K | Buy |
+15,373
| New | +$368K | 0.05% | 183 |
|
Other funds holding JEF
SMFG
MMLI
EC
AMG National Trust Bank's JEF Position: Q4 2025 in Review
AMG National Trust Bank sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 18,788 shares — an estimated $1.23M sold.
AMG National Trust Bank first reported a position in JEF in Q3 2013 and held it in 32 quarters. The position peaked at $1.82M in Q2 2024. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.
- AMG National Trust Bank reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
- AMG National Trust Bank sold 18,788 Jefferies Financial Group shares in Q4 2025, an estimated $1.23M.
- AMG National Trust Bank first reported a position in Jefferies Financial Group in Q3 2013 and held it in 32 quarters.
- AMG National Trust Bank's Jefferies Financial Group position peaked at $1.82M in Q2 2024.
- 597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.
Based on AMG National Trust Bank's 13F filing for Q4 2025, filed 30 Jan 2026.