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Bison Wealth’s Jefferies Financial Group JEF Stock Holding History

Bison Wealth’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
2024
Q4 		$224K Buy
+2,856
New +$205K 0.05% 281

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Bison Wealth's JEF Position: Q4 2024 in Review

Bison Wealth opened a new position in Jefferies Financial Group (JEF) in Q4 2024: 2,856 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #281 among its holdings.

583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • Bison Wealth held 2,856 shares of Jefferies Financial Group worth $224K as of Q4 2024.
  • Jefferies Financial Group was a new Bison Wealth position in Q4 2024.
  • Jefferies Financial Group made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #281 holding.
  • 583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.