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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 – 460
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 $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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 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 $287B AUM 42.33% 1-Year Est. Return

Catalyst Funds Management's JEF Position: Q4 2025 in Review

Catalyst Funds Management sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 3,200 shares — an estimated $209K sold.

Catalyst Funds Management first reported a position in JEF in Q1 2024 and held it in 6 quarters. The position peaked at $1.29M in Q4 2024. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Catalyst Funds Management reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 3,200 Jefferies Financial Group shares in Q4 2025, an estimated $209K.
  • Catalyst Funds Management first reported a position in Jefferies Financial Group in Q1 2024 and held it in 6 quarters.
  • Catalyst Funds Management's Jefferies Financial Group position peaked at $1.29M in Q4 2024.
  • 597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.