Catalyst Financial Partners
JEF icon

Catalyst Financial Partners’s Jefferies Financial Group JEF Stock Holding History

Catalyst Financial Partners’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
Q3 		$659K Sell
14,408
-15
-0.1% -$794 0.06% 181
2026
Q2 		$721K Buy
14,423
+12
+0.1% +$619 0.07% 159
2026
Q1 		$595K Buy
14,411
+44
+0.3% +$2.28K 0.07% 171
2025
Q4 		$890K Sell
14,367
-3
-0% -$172 0.1% 112
2025
Q3 		$940K Buy
14,370
+20
+0.1% +$1.22K 0.11% 93
2025
Q2 		$785K Buy
14,350
+206
+1% +$10.2K 0.09% 105
2025
Q1 		$758K Buy
14,144
+42
+0.3% +$2.85K 0.14% 96
2024
Q4 		$1.11M Buy
14,102
+45
+0.3% +$3.24K 0.21% 59
2024
Q3 		$865K Buy
14,057
+2
+0% +$113 0.17% 80
2024
Q2 		$699K Buy
14,055
+10
+0.1% +$449 0.15% 88
2024
Q1 		$579K Buy
14,045
+1,961
+16% +$81.7K 0.15% 91
2023
Q4 		$488K Buy
12,084
+54
+0.4% +$1.91K 0.14% 96
2023
Q3 		$441K Hold
12,030
– – 0.14% 106
2023
Q2 		$399K Buy
12,030
+241
+2% +$7.52K 0.14% 105
2023
Q1 		$374K Sell
11,789
-510
-4% -$18.4K 0.16% 100
2022
Q4 		$403K Buy
+12,299
New +$409K 0.21% 75

Other funds holding JEF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Catalyst Financial Partners's JEF Position: Q3 2026 in Review

Catalyst Financial Partners reduced its Jefferies Financial Group (JEF) stake by 0.1% in Q3 2026, selling an estimated $794 and leaving 14,408 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #181.

Catalyst Financial Partners first reported a position in JEF in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q4 2024. 266 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

  • Catalyst Financial Partners held 14,408 shares of Jefferies Financial Group worth $659K as of Q3 2026.
  • Catalyst Financial Partners sold 15 Jefferies Financial Group shares in Q3 2026, an estimated $794.
  • Jefferies Financial Group made up 0.06% of Catalyst Financial Partners's portfolio in Q3 2026, its #181 holding.
  • Catalyst Financial Partners first reported a position in Jefferies Financial Group in Q4 2022 and has held it in 16 quarters since.
  • Catalyst Financial Partners's Jefferies Financial Group position peaked at $1.11M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.