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Cambria Investment Management’s Jefferies Financial Group JEF Stock Holding History

Cambria 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
Q3 		– Sell
-121,728
Closed -$6.66M – 551
2025
Q2 		$6.66M Sell
121,728
-22,998
-16% -$1.14M 0.45% 113
2025
Q1 		$7.75M Sell
144,726
-14,718
-9% -$999K 0.54% 105
2024
Q4 		$12.5M Sell
159,444
-119,868
-43% -$8.62M 0.76% 47
2024
Q3 		$17.2M Sell
279,312
-4,423
-2% -$251K 1.03% 8
2024
Q2 		$14.1M Buy
283,735
+7,219
+3% +$324K 0.86% 16
2024
Q1 		$12.2M Sell
276,516
-1,310
-0.5% -$54.6K 0.73% 102
2023
Q4 		$11.2M Buy
277,826
+36,256
+15% +$1.28M 0.78% 39
2023
Q3 		$8.85M Buy
241,570
+18,822
+8% +$674K 0.72% 52
2023
Q2 		$7.39M Sell
222,748
-25,090
-10% -$783K 0.61% 73
2023
Q1 		$7.87M Buy
247,838
+214,224
+637% +$7.74M 0.65% 59
2022
Q4 		$1.1M Buy
33,614
+12,928
+62% +$430K 0.09% 174
2022
Q3 		$583K Buy
20,686
+11,314
+121% +$342K 0.06% 183
2022
Q2 		$247K Buy
+9,372
New +$277K 0.03% 221
2018
Q2 		– Sell
-49,785
Closed -$1.01M – 300
2018
Q1 		$1.01M Buy
49,785
+1,294
+3% +$29.3K 0.15% 166
2017
Q4 		$1.15M Buy
48,491
+3,881
+9% +$89.5K 0.16% 149
2017
Q3 		$1.01M Sell
44,610
-1,941
-4% -$43.5K 0.16% 153
2017
Q2 		$1.09M Sell
46,551
-7,154
-13% -$163K 0.23% 141
2017
Q1 		$1.25M Buy
53,705
+1,334
+3% +$29.8K 0.42% 93
2016
Q4 		$1.09M Buy
+52,371
New +$978K 0.45% 107

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambria Investment Management's JEF Position: Q3 2025 in Review

Cambria Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 121,728 shares — an estimated $6.66M sold.

Cambria Investment Management first reported a position in JEF in Q4 2016 and held it in 19 quarters. The position peaked at $17.2M in Q3 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Cambria Investment Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Cambria Investment Management sold 121,728 Jefferies Financial Group shares in Q3 2025, an estimated $6.66M.
  • Cambria Investment Management first reported a position in Jefferies Financial Group in Q4 2016 and held it in 19 quarters.
  • Cambria Investment Management's Jefferies Financial Group position peaked at $17.2M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Cambria Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.