CFM
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Catalyst Funds Management’s Jefferies Financial Group JEF Stock Holding History

Catalyst Funds 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
-3,200
Closed -$209K – 462
2025
Q3 		$209K Buy
+3,200
New +$195K 0.03% 412
2025
Q2 		– Sell
-4,980
Closed -$267K – 577
2025
Q1 		$267K Sell
4,980
-11,470
-70% -$779K 0.07% 288
2024
Q4 		$1.29M Buy
16,450
+14,650
+814% +$1.05M 0.32% 69
2024
Q3 		$111K Buy
1,800
+1,600
+800% +$90.8K 0.02% 470
2024
Q2 		$9.95K Sell
200
-15,600
-99% -$700K ﹤0.01% 922
2024
Q1 		$697K Buy
+15,800
New +$658K 0.19% 102

Other funds holding JEF

BlackRock
BlackRock New York $5.7T 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 $4.92B 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 $35.3B 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