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Atwood & Palmer’s Jefferies Financial Group JEF Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-29
Closed -$2.27K – 468
2024
Q4 		$2.27K Hold
29
– – ﹤0.01% 413
2024
Q3 		$1.78K Buy
+29
New +$1.65K ﹤0.01% 412
2015
Q2 		– Sell
-335
Closed -$7K – 376
2015
Q1 		$7K Hold
335
– – ﹤0.01% 287
2014
Q4 		$7K Hold
335
– – ﹤0.01% 320
2014
Q3 		$7K Hold
335
– – ﹤0.01% 330
2014
Q2 		$8K Buy
+335
New +$7.78K ﹤0.01% 275

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.27B AUM 2.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Atwood & Palmer's JEF Position: Q1 2025 in Review

Atwood & Palmer sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 29 shares — an estimated $2.27K sold.

Atwood & Palmer first reported a position in JEF in Q2 2014 and held it in 6 quarters. The position peaked at $8K in Q2 2014. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Atwood & Palmer reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 29 Jefferies Financial Group shares in Q1 2025, an estimated $2.27K.
  • Atwood & Palmer first reported a position in Jefferies Financial Group in Q2 2014 and held it in 6 quarters.
  • Atwood & Palmer's Jefferies Financial Group position peaked at $8K in Q2 2014.
  • 564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.