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Arrowpoint Investment Partners’s Jefferies Financial Group JEF Stock Holding History

Arrowpoint Investment Partners’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
Q2 		– Sell
-10,700
Closed -$573K – 474
2025
Q1 		$573K Buy
10,700
+2,683
+33% +$182K 0.07% 333
2024
Q4 		$629K Buy
+8,017
New +$577K 0.13% 153

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SMFG
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowpoint Investment Partners's JEF Position: Q2 2025 in Review

Arrowpoint Investment Partners sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 10,700 shares — an estimated $573K sold.

Arrowpoint Investment Partners first reported a position in JEF in Q4 2024 and held it in 2 quarters. The position peaked at $629K in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Arrowpoint Investment Partners reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Arrowpoint Investment Partners sold 10,700 Jefferies Financial Group shares in Q2 2025, an estimated $573K.
  • Arrowpoint Investment Partners first reported a position in Jefferies Financial Group in Q4 2024 and held it in 2 quarters.
  • Arrowpoint Investment Partners's Jefferies Financial Group position peaked at $629K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Arrowpoint Investment Partners's 13F filing for Q2 2025, filed 13 Aug 2025.