CFGS
JEF icon

Concourse Financial Group Securities’s Jefferies Financial Group JEF Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-237
Closed -$18.2K – 1112
2024
Q4 		$18.2K Buy
237
+136
+135% +$9.78K ﹤0.01% 1574
2024
Q3 		$6.22K Hold
101
– – ﹤0.01% 1808
2024
Q2 		$5.03K Hold
101
– – ﹤0.01% 1870
2024
Q1 		$4.45K Hold
101
– – ﹤0.01% 1908
2023
Q4 		$4.08K Buy
101
+63
+166% +$2.23K ﹤0.01% 1900
2023
Q3 		$1.39K Hold
38
– – ﹤0.01% 2056
2023
Q2 		$1.26K Buy
+38
New +$1.19K ﹤0.01% 2098
2022
Q3 		– Sell
-314
Closed -$9.5K – 2169
2022
Q2 		$8K Sell
314
-314
-50% -$9.28K ﹤0.01% 1728
2022
Q1 		$20K Sell
628
-454
-42% -$15.4K ﹤0.01% 1482
2021
Q4 		$40K Buy
1,082
+528
+95% +$20.3K ﹤0.01% 1373
2021
Q3 		$20K Buy
554
+526
+1,879% +$17.6K ﹤0.01% 1660
2021
Q2 		$1K Hold
28
– – ﹤0.01% 2289
2021
Q1 		$1K Sell
28
-105
-79% -$2.86K ﹤0.01% 2248
2020
Q4 		$3K Buy
+133
New +$2.79K ﹤0.01% 2035
2020
Q1 		– Sell
-180
Closed -$3.44K – 2230
2019
Q4 		$4K Hold
180
– – ﹤0.01% 1689
2019
Q3 		$3K Sell
180
-212
-54% -$3.77K ﹤0.01% 1444
2019
Q2 		$7K Sell
392
-87
-18% -$1.49K ﹤0.01% 1611
2019
Q1 		$8K Buy
479
+200
+72% +$3.53K ﹤0.01% 1589
2018
Q4 		$4K Sell
279
-78
-22% -$1.43K ﹤0.01% 1739
2018
Q3 		$7K Buy
+357
New +$7.44K ﹤0.01% 1272

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Concourse Financial Group Securities's JEF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 237 shares — an estimated $18.2K sold.

Concourse Financial Group Securities first reported a position in JEF in Q3 2018 and held it in 20 quarters. The position peaked at $40K in Q4 2021. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 237 Jefferies Financial Group shares in Q1 2025, an estimated $18.2K.
  • Concourse Financial Group Securities first reported a position in Jefferies Financial Group in Q3 2018 and held it in 20 quarters.
  • Concourse Financial Group Securities's Jefferies Financial Group position peaked at $40K in Q4 2021.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.