Custom Index Systems’s Jefferies Financial Group JEF Stock Holding History

Custom Index Systems’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 Q2	–	Sell	-17,077	Closed	-$915K	–	268
2025 Q1	$915K	Sell	17,077 -98	-0.6%	-$6.65K	0.46%	56
2024 Q4	$1.35M	Buy	17,175 +334	+2%	+$24K	0.72%	33
2024 Q3	$1.04M	Buy	16,841 +7,021	+71%	+$398K	0.56%	53
2024 Q2	$489K	Sell	9,820 -1,888	-16%	-$84.7K	0.28%	86
2024 Q1	$516K	Buy	+11,708	New	+$488K	0.29%	81

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Custom Index Systems's JEF Position: Q2 2025 in Review

Custom Index Systems sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 17,077 shares — an estimated $915K sold.

Custom Index Systems first reported a position in JEF in Q1 2024 and held it in 5 quarters. The position peaked at $1.35M in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Custom Index Systems reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Custom Index Systems sold 17,077 Jefferies Financial Group shares in Q2 2025, an estimated $915K.
Custom Index Systems first reported a position in Jefferies Financial Group in Q1 2024 and held it in 5 quarters.
Custom Index Systems's Jefferies Financial Group position peaked at $1.35M in Q4 2024.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.