Capital Fund Management (CFM)
JEF icon

Capital Fund Management (CFM)’s Jefferies Financial Group JEF Stock Holding History

Capital Fund Management (CFM)’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
2026
Q1 		$15.9M Sell
385,967
-2,075
-0.5% -$108K 0.07% 383
2025
Q4 		$24M Buy
388,042
+225,472
+139% +$12.9M 0.07% 415
2025
Q3 		$10.6M Sell
162,570
-140,575
-46% -$8.57M 0.03% 789
2025
Q2 		$16.6M Buy
303,145
+115,971
+62% +$5.74M 0.05% 527
2025
Q1 		$10M Buy
187,174
+117,946
+170% +$8.01M 0.03% 679
2024
Q4 		$5.43M Buy
69,228
+54,017
+355% +$3.89M 0.01% 1037
2024
Q3 		$936K Sell
15,211
-27,376
-64% -$1.55M ﹤0.01% 1702
2024
Q2 		$2.12M Buy
42,587
+17,081
+67% +$767K 0.01% 1357
2024
Q1 		$1.12M Sell
25,506
-34,851
-58% -$1.45M ﹤0.01% 1668
2023
Q4 		$2.44M Buy
60,357
+21,561
+56% +$763K 0.01% 1441
2023
Q3 		$1.42M Buy
+38,796
New +$1.39M ﹤0.01% 1510
2019
Q1 		– Sell
-77,305
Closed -$1.2M – 1888
2018
Q4 		$1.2M Buy
+77,305
New +$1.42M 0.01% 1045
2018
Q1 		– Sell
-48,372
Closed -$1.15M – 2011
2017
Q4 		$1.15M Buy
+48,372
New +$1.12M 0.01% 1166
2017
Q1 		– Sell
-31,881
Closed -$664K – 1649
2016
Q4 		$664K Buy
+31,881
New +$596K 0.01% 1163

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return