Belmont Capital’s Jefferies Financial Group JEF Stock Holding History

Belmont Capital’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 Q2	$350K	Buy	6,405 +2,542	+66%	+$126K	0.05%	94
2025 Q1	$207K	Hold	3,863	–	–	0.04%	118
2024 Q4	$303K	Sell	3,863 -157	-4%	-$11.3K	0.05%	65
2024 Q3	$247K	Sell	4,020 -51	-1%	-$2.89K	0.04%	109
2024 Q2	$203K	Hold	4,071	–	–	0.04%	127
2024 Q1	$180K	Hold	4,071	–	–	0.05%	97
2023 Q4	$165K	Hold	4,071	–	–	0.07%	82
2023 Q3	$149K	Buy	4,071 +3,536	+661%	+$127K	0.08%	77
2023 Q2	$17.7K	Hold	535	–	–	0.01%	109
2023 Q1	$17K	Sell	535 -25	-4%	-$903	0.01%	73
2022 Q4	$18K	Hold	560	–	–	0.02%	68
2022 Q3	$16K	Buy	+560	New	+$16.9K	0.02%	59

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belmont Capital's JEF Position: Q2 2025 in Review

Belmont Capital increased its Jefferies Financial Group (JEF) stake by 66% in Q2 2025, buying an estimated $126K and bringing the position to 6,405 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #94.

Belmont Capital first reported a position in JEF in Q3 2022 and has held it in 12 quarters since. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Belmont Capital held 6,405 shares of Jefferies Financial Group worth $350K as of Q2 2025.
Belmont Capital bought 2,542 Jefferies Financial Group shares in Q2 2025, an estimated $126K.
Jefferies Financial Group made up 0.05% of Belmont Capital's portfolio in Q2 2025, its #94 holding.
Belmont Capital first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 12 quarters since.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.