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% 734
2018
Q2 		– Sell
-11,171
Closed -$227K – 969
2018
Q1 		$227K Buy
+11,171
New +$253K ﹤0.01% 913

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.27B AUM 2.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DZ Bank's JEF Position: Q2 2025 in Review

DZ Bank sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 14,643 shares — an estimated $784K sold.

DZ Bank first reported a position in JEF in Q1 2018 and held it in 8 quarters. The position peaked at $7.62M in Q4 2024. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • DZ Bank reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • DZ Bank sold 14,643 Jefferies Financial Group shares in Q2 2025, an estimated $784K.
  • DZ Bank first reported a position in Jefferies Financial Group in Q1 2018 and held it in 8 quarters.
  • DZ Bank's Jefferies Financial Group position peaked at $7.62M in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on DZ Bank's 13F filing for Q2 2025, filed 14 Aug 2025.