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

Avior 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
Q1 		– Sell
-6
Closed -$470 – 1562
2024
Q4 		$470 Hold
6
– – ﹤0.01% 2289
2024
Q3 		$369 Buy
+6
New +$340 ﹤0.01% 2191
2024
Q2 		– Sell
-549
Closed -$24.2K – 3004
2024
Q1 		$24.2K Buy
+549
New +$22.9K ﹤0.01% 1519

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Avior Wealth Management's JEF Position: Q1 2025 in Review

Avior Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 6 shares — an estimated $470 sold.

Avior Wealth Management first reported a position in JEF in Q1 2024 and held it in 3 quarters. The position peaked at $24.2K in Q1 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Avior Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6 Jefferies Financial Group shares in Q1 2025, an estimated $470.
  • Avior Wealth Management first reported a position in Jefferies Financial Group in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Jefferies Financial Group position peaked at $24.2K in Q1 2024.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.