AWM
JEF icon

Atticus Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Atticus Wealth Management’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
-425
Closed -$23.2K – 422
2025
Q2 		$23.2K Hold
425
– – 0.01% 396
2025
Q1 		$22.8K Hold
425
– – 0.01% 310
2024
Q4 		$33.3K Hold
425
– – 0.01% 285
2024
Q3 		$26.2K Hold
425
– – 0.01% 307
2024
Q2 		$21.1K Hold
425
– – 0.01% 308
2024
Q1 		$18.7K Hold
425
– – 0.01% 334
2023
Q4 		$17.2K Hold
425
– – 0.01% 341
2023
Q3 		$15.6K Buy
+425
New +$15.2K 0.01% 355
2022
Q1 		– Sell
-1
Closed – – 602
2021
Q4 		$0 Sell
1
-2
-67% -$77 ﹤0.01% 462
2021
Q3 		$0 Buy
+3
New +$100 ﹤0.01% 432

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return