Apexium Financial’s Jefferies Financial Group JEF Stock Holding History

Apexium Financial’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	$380K	Sell	5,814 -1,549	-21%	-$94.5K	0.02%	221
2025 Q2	$403K	Buy	7,363 +100	+1%	+$4.95K	0.02%	204
2025 Q1	$389K	Hold	7,263	–	–	0.02%	198
2024 Q4	$569K	Buy	7,263 +100	+1%	+$7.19K	0.03%	152
2024 Q3	$441K	Hold	7,163	–	–	0.03%	150
2024 Q2	$356K	Hold	7,163	–	–	0.03%	164
2024 Q1	$316K	Hold	7,163	–	–	0.02%	174
2023 Q4	$289K	Hold	7,163	–	–	0.02%	218
2023 Q3	$262K	Hold	7,163	–	–	0.03%	182
2023 Q2	$238K	Hold	7,163	–	–	0.02%	197
2023 Q1	$227K	Sell	7,163 -329	-4%	-$11.9K	0.02%	187
2022 Q4	$246K	Hold	7,492	–	–	0.03%	181
2022 Q3	$211K	Buy	+7,492	New	+$227K	0.03%	183
2022 Q2	–	Sell	-7,492	Closed	-$278K	–	104
2022 Q1	$278K	Hold	7,492	–	–	0.15%	76
2021 Q4	$278K	Hold	7,492	–	–	0.14%	78
2021 Q3	$266K	Hold	7,492	–	–	0.15%	75
2021 Q2	$245K	Hold	7,492	–	–	0.15%	69
2021 Q1	$216K	Buy	+7,492	New	+$204K	0.16%	71

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

Apexium Financial's JEF Position: Q3 2025 in Review

Apexium Financial reduced its Jefferies Financial Group (JEF) stake by 21% in Q3 2025, selling an estimated $94.5K and leaving 5,814 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #221.

Apexium Financial first reported a position in JEF in Q1 2021 and has held it in 18 quarters since. The position peaked at $569K in Q4 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Apexium Financial held 5,814 shares of Jefferies Financial Group worth $380K as of Q3 2025.
Apexium Financial sold 1,549 Jefferies Financial Group shares in Q3 2025, an estimated $94.5K.
Jefferies Financial Group made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #221 holding.
Apexium Financial first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 18 quarters since.
Apexium Financial's Jefferies Financial Group position peaked at $569K in Q4 2024.
568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.