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Brandywine Global Investment Management’s Jefferies Financial Group JEF Stock Holding History

Brandywine Global Investment 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
Q4 		– Sell
-98,801
Closed -$6.46M – 634
2025
Q3 		$6.46M Sell
98,801
-1,180
-1% -$72K 0.04% 337
2025
Q2 		$5.47M Sell
99,981
-2,570
-3% -$127K 0.04% 356
2025
Q1 		$5.49M Buy
102,551
+2,605
+3% +$177K 0.04% 338
2024
Q4 		$7.84M Sell
99,946
-9,516
-9% -$685K 0.06% 288
2024
Q3 		$7.1M Sell
109,462
-2,962
-3% -$168K 0.05% 331
2024
Q2 		$5.59M Sell
112,424
-1,740
-2% -$78.1K 0.04% 377
2024
Q1 		$5.03M Buy
114,164
+339
+0.3% +$14.1K 0.04% 400
2023
Q4 		$4.6M Sell
113,825
-201,820
-64% -$7.14M 0.04% 406
2023
Q3 		$11.6M Buy
315,645
+24,471
+8% +$877K 0.1% 209
2023
Q2 		$9.66M Buy
291,174
+148,306
+104% +$4.63M 0.08% 244
2023
Q1 		$4.53M Sell
142,868
-22,112
-13% -$799K 0.04% 405
2022
Q4 		$5.41M Sell
164,980
-81,329
-33% -$2.7M 0.04% 360
2022
Q3 		$6.95M Sell
246,309
-45,611
-16% -$1.38M 0.06% 271
2022
Q2 		$7.71M Sell
291,920
-11,119
-4% -$329K 0.07% 254
2022
Q1 		$9.52M Sell
303,039
-10,449
-3% -$355K 0.07% 268
2021
Q4 		$11.6M Sell
313,488
-5,522
-2% -$213K 0.08% 230
2021
Q3 		$11.3M Sell
319,010
-31,474
-9% -$1.05M 0.09% 228
2021
Q2 		$11.5M Sell
350,484
-21,497
-6% -$656K 0.08% 244
2021
Q1 		$10.7M Sell
371,981
-732,657
-66% -$20M 0.08% 271
2020
Q4 		$26M Buy
1,104,638
+8,309
+0.8% +$174K 0.22% 123
2020
Q3 		$18.9M Buy
1,096,329
+357,394
+48% +$5.85M 0.19% 130
2020
Q2 		$11M Buy
738,935
+483,095
+189% +$6.47M 0.11% 178
2020
Q1 		$3.34M Sell
255,840
-73,062
-22% -$1.39M 0.04% 347
2019
Q4 		$6.85M Buy
328,902
+61,582
+23% +$1.16M 0.05% 330
2019
Q3 		$4.7M Sell
267,320
-41,108
-13% -$732K 0.03% 407
2019
Q2 		$5.31M Sell
308,428
-16,667
-5% -$286K 0.04% 393
2019
Q1 		$5.47M Sell
325,095
-8,943
-3% -$158K 0.04% 361
2018
Q4 		$5.19M Sell
334,038
-2,935
-0.9% -$53.7K 0.04% 359
2018
Q3 		$6.63M Sell
336,973
-11,739
-3% -$245K 0.04% 356
2018
Q2 		$7.1M Sell
348,712
-5,857
-2% -$123K 0.05% 339
2018
Q1 		$7.21M Buy
354,569
+13,432
+4% +$304K 0.05% 342
2017
Q4 		$8.09M Sell
341,137
-4,970
-1% -$115K 0.05% 329
2017
Q3 		$7.82M Sell
346,107
-7,129
-2% -$160K 0.05% 346
2017
Q2 		$8.27M Buy
353,236
+3,682
+1% +$83.9K 0.05% 318
2017
Q1 		$8.14M Buy
349,554
+1,073
+0.3% +$24K 0.05% 326
2016
Q4 		$7.25M Sell
348,481
-746
-0.2% -$13.9K 0.05% 352
2016
Q3 		$5.95M Buy
349,227
+348,203
+34,004% +$5.77M 0.04% 389
2016
Q2 		$16K Buy
1,024
+213
+26% +$3.25K ﹤0.01% 859
2016
Q1 		$12K Sell
811
-357,269
-100% -$5.03M ﹤0.01% 899
2015
Q4 		$5.58M Buy
358,080
+41,192
+13% +$689K 0.04% 404
2015
Q3 		$5.75M Buy
+316,888
New +$6.36M 0.04% 393
2013
Q3 		– Sell
-319
Closed -$8K – 1015
2013
Q2 		$8K Buy
+319
New +$8.38K ﹤0.01% 919

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
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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Brandywine Global Investment Management's JEF Position: Q4 2025 in Review

Brandywine Global Investment Management sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 98,801 shares — an estimated $6.46M sold.

Brandywine Global Investment Management first reported a position in JEF in Q2 2013 and held it in 42 quarters. The position peaked at $26M in Q4 2020. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Brandywine Global Investment Management reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 98,801 Jefferies Financial Group shares in Q4 2025, an estimated $6.46M.
  • Brandywine Global Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 42 quarters.
  • Brandywine Global Investment Management's Jefferies Financial Group position peaked at $26M in Q4 2020.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.