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Costello Asset Management’s Jefferies Financial Group JEF Stock Holding History

Costello Asset 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
-300
Closed -$19.6K – 707
2025
Q3 		$19.6K Sell
300
-7
-2% -$427 0.01% 376
2025
Q2 		$16.8K Hold
307
– – 0.01% 399
2025
Q1 		$16.4K Buy
+307
New +$20.8K 0.01% 380

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
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 $35.4B 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

Costello Asset Management's JEF Position: Q4 2025 in Review

Costello Asset Management sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 300 shares — an estimated $19.6K sold.

Costello Asset Management first reported a position in JEF in Q1 2025 and held it in 3 quarters. The position peaked at $19.6K in Q3 2025. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Costello Asset Management reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Costello Asset Management sold 300 Jefferies Financial Group shares in Q4 2025, an estimated $19.6K.
  • Costello Asset Management first reported a position in Jefferies Financial Group in Q1 2025 and held it in 3 quarters.
  • Costello Asset Management's Jefferies Financial Group position peaked at $19.6K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.