DZ Bank
JEF icon

DZ Bank’s Jefferies Financial Group JEF Stock Holding History

DZ 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
Q2 		– Sell
-14,643
Closed -$784K – 1005
2025
Q1 		$784K Sell
14,643
-82,601
-85% -$5.61M ﹤0.01% 711
2024
Q4 		$7.62M Buy
+97,244
New +$7M 0.01% 362
2024
Q1 		– Sell
-37,076
Closed -$1.5M – 1070
2023
Q4 		$1.5M Hold
37,076
– – ﹤0.01% 608
2023
Q3 		$1.36M Hold
37,076
– – ﹤0.01% 602
2023
Q2 		$1.23M Hold
37,076
– – ﹤0.01% 634
2023
Q1 		$1.18M Buy
37,076
+14,225
+62% +$514K ﹤0.01% 642
2022
Q4 		$749K Buy
+22,851
New +$759K ﹤0.01% 730
2018
Q2 		– Sell
-11,171
Closed -$227K – 970
2018
Q1 		$227K Buy
+11,171
New +$253K ﹤0.01% 913

Other funds holding JEF

BlackRock
BlackRock New York $5.7T 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 $4.92B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return