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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atticus Wealth Management's JEF Position: Q3 2025 in Review

Atticus Wealth Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 425 shares — an estimated $23.2K sold.

Atticus Wealth Management first reported a position in JEF in Q3 2021 and held it in 10 quarters. The position peaked at $33.3K in Q4 2024. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Atticus Wealth Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 425 Jefferies Financial Group shares in Q3 2025, an estimated $23.2K.
Atticus Wealth Management first reported a position in Jefferies Financial Group in Q3 2021 and held it in 10 quarters.
Atticus Wealth Management's Jefferies Financial Group position peaked at $33.3K in Q4 2024.
570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.