Country Club Bank’s Jefferies Financial Group JEF Stock Holding History

Country Club Bank’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 Q3	$413K	Hold	6,200	–	–	0.02%	273
2025 Q2	$346K	Hold	6,200	–	–	0.02%	283
2025 Q1	$324K	Hold	6,200	–	–	0.02%	286
2024 Q4	$489K	Hold	6,200	–	–	0.03%	255
2024 Q3	$379K	Hold	6,200	–	–	0.03%	271
2024 Q2	$303K	Hold	6,200	–	–	0.02%	275
2024 Q1	$273K	Hold	6,200	–	–	0.02%	278
2023 Q4	$253K	Hold	6,200	–	–	0.02%	276
2023 Q3	$229K	Hold	6,200	–	–	0.02%	278
2023 Q2	$207K	Buy	+6,200	New	+$194K	0.02%	281
2023 Q1	–	Sell	-6,497	Closed	-$213K	–	293
2022 Q4	$213K	Buy	+6,497	New	+$216K	0.02%	273
2022 Q2	–	Sell	-6,485	Closed	-$205K	–	276
2022 Q1	$205K	Buy	+6,485	New	+$220K	0.02%	258

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Country Club Bank's JEF Position: Q3 2025 in Review

Country Club Bank held its Jefferies Financial Group (JEF) position steady in Q3 2025 at 6,200 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #273.

Country Club Bank first reported a position in JEF in Q1 2022 and has held it in 12 quarters since. The position peaked at $489K in Q4 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Country Club Bank held 6,200 shares of Jefferies Financial Group worth $413K as of Q3 2025.
Country Club Bank left its Jefferies Financial Group share count unchanged in Q3 2025.
Jefferies Financial Group made up 0.02% of Country Club Bank's portfolio in Q3 2025, its #273 holding.
Country Club Bank first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 12 quarters since.
Country Club Bank's Jefferies Financial Group position peaked at $489K in Q4 2024.
568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.