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Bridgeway Capital Management’s Jefferies Financial Group JEF Stock Holding History

Bridgeway Capital 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
Q2 		– Sell
-20,000
Closed -$1.07M – 1213
2025
Q1 		$1.07M Buy
+20,000
New +$1.36M 0.03% 637
2024
Q4 		– Sell
-25,000
Closed -$1.54M – 1252
2024
Q3 		$1.54M Hold
25,000
– – 0.03% 573
2024
Q2 		$1.24M Sell
25,000
-79,200
-76% -$3.55M 0.03% 627
2024
Q1 		$4.6M Hold
104,200
– – 0.09% 330
2023
Q4 		$4.21M Sell
104,200
-58,500
-36% -$2.07M 0.09% 354
2023
Q3 		$5.96M Sell
162,700
-3,100
-2% -$111K 0.14% 231
2023
Q2 		$5.5M Sell
165,800
-35,800
-18% -$1.12M 0.13% 257
2023
Q1 		$6.4M Sell
201,600
-9,274
-4% -$335K 0.17% 192
2022
Q4 		$6.91M Buy
210,874
+176,565
+515% +$5.87M 0.18% 184
2022
Q3 		$968K Hold
34,309
– – 0.03% 746
2022
Q2 		$906K Hold
34,309
– – 0.02% 745
2022
Q1 		$1.08M Hold
34,309
– – 0.02% 764
2021
Q4 		$1.27M Buy
+34,309
New +$1.32M 0.02% 740
2018
Q3 		– Sell
-146,567
Closed -$2.98M – 1449
2018
Q2 		$2.98M Sell
146,567
-98,754
-40% -$2.07M 0.03% 478
2018
Q1 		$4.99M Buy
245,321
+2,234
+0.9% +$50.6K 0.05% 298
2017
Q4 		$5.76M Buy
243,087
+120,873
+99% +$2.79M 0.06% 257
2017
Q3 		$2.76M Hold
122,214
– – 0.03% 475
2017
Q2 		$2.86M Buy
+122,214
New +$2.78M 0.03% 442

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgeway Capital Management's JEF Position: Q2 2025 in Review

Bridgeway Capital Management sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 20,000 shares — an estimated $1.07M sold.

Bridgeway Capital Management first reported a position in JEF in Q2 2017 and held it in 18 quarters. The position peaked at $6.91M in Q4 2022. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Bridgeway Capital Management reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Bridgeway Capital Management sold 20,000 Jefferies Financial Group shares in Q2 2025, an estimated $1.07M.
  • Bridgeway Capital Management first reported a position in Jefferies Financial Group in Q2 2017 and held it in 18 quarters.
  • Bridgeway Capital Management's Jefferies Financial Group position peaked at $6.91M in Q4 2022.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Bridgeway Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.