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Bard Financial Services’s Jefferies Financial Group JEF Stock Holding History

Bard Financial Services’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 		$1.25M Sell
19,050
-1,125
-6% -$68.6K 0.14% 110
2025
Q2 		$1.1M Sell
20,175
-500
-2% -$24.8K 0.13% 115
2025
Q1 		$1.11M Sell
20,675
-125
-0.6% -$8.48K 0.14% 109
2024
Q4 		$1.63M Sell
20,800
-750
-3% -$54K 0.2% 93
2024
Q3 		$1.33M Sell
21,550
-250
-1% -$14.2K 0.16% 102
2024
Q2 		$1.08M Sell
21,800
-250
-1% -$11.2K 0.11% 117
2024
Q1 		$972K Sell
22,050
-3,375
-13% -$141K 0.1% 119
2023
Q4 		$1.03M Sell
25,425
-10,500
-29% -$371K 0.12% 116
2023
Q3 		$1.32M Sell
35,925
-2,000
-5% -$71.7K 0.16% 100
2023
Q2 		$1.26M Sell
37,925
-1,000
-3% -$31.2K 0.1% 149
2023
Q1 		$1.24M Sell
38,925
-3,098
-7% -$112K 0.1% 151
2022
Q4 		$1.38M Sell
42,023
-5,701
-12% -$189K 0.12% 136
2022
Q3 		$1.35M Buy
47,724
+471
+1% +$14.3K 0.13% 130
2022
Q2 		$1.25M Buy
47,253
+7,845
+20% +$232K 0.11% 139
2022
Q1 		$1.24M Buy
39,408
+15,350
+64% +$521K 0.1% 137
2021
Q4 		$892K Buy
24,058
+14,644
+156% +$564K 0.07% 158
2021
Q3 		$334K Buy
+9,414
New +$315K 0.03% 212

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's JEF Position: Q3 2025 in Review

Bard Financial Services reduced its Jefferies Financial Group (JEF) stake by 5.6% in Q3 2025, selling an estimated $68.6K and leaving 19,050 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #110.

Bard Financial Services first reported a position in JEF in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.63M in Q4 2024. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Bard Financial Services held 19,050 shares of Jefferies Financial Group worth $1.25M as of Q3 2025.
  • Bard Financial Services sold 1,125 Jefferies Financial Group shares in Q3 2025, an estimated $68.6K.
  • Jefferies Financial Group made up 0.14% of Bard Financial Services's portfolio in Q3 2025, its #110 holding.
  • Bard Financial Services first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 17 quarters since.
  • Bard Financial Services's Jefferies Financial Group position peaked at $1.63M in Q4 2024.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.