Ellevest Inc’s Jefferies Financial Group JEF Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-4,663	Closed	-$366K	–	423
2024 Q4	$366K	Buy	4,663 +780	+20%	+$56.1K	0.02%	270
2024 Q3	$239K	Buy	+3,883	New	+$220K	0.01%	371
2023 Q2	–	Sell	-1,506	Closed	-$47.8K	–	995
2023 Q1	$47.8K	Buy	1,506 +122	+9%	+$4.41K	﹤0.01%	614
2022 Q4	$45.4K	Buy	1,384 +354	+34%	+$11.8K	﹤0.01%	632
2022 Q3	$29K	Buy	+1,030	New	+$31.2K	﹤0.01%	723
2021 Q2	–	Sell	-279	Closed	-$8K	–	1341
2021 Q1	$8K	Buy	279 +20	+8%	+$545	﹤0.01%	817
2020 Q4	$6K	Sell	259 -13,641	-98%	-$286K	﹤0.01%	809
2020 Q3	$239K	Hold	13,900	–	–	0.04%	115
2020 Q2	$207K	Hold	13,900	–	–	0.04%	113
2020 Q1	$182K	Buy	+13,900	New	+$265K	0.05%	99

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 $5.27B AUM 2.94% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ellevest Inc's JEF Position: Q1 2025 in Review

Ellevest Inc sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 4,663 shares — an estimated $366K sold.

Ellevest Inc first reported a position in JEF in Q1 2020 and held it in 10 quarters. The position peaked at $366K in Q4 2024. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

Ellevest Inc reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
Ellevest Inc sold 4,663 Jefferies Financial Group shares in Q1 2025, an estimated $366K.
Ellevest Inc first reported a position in Jefferies Financial Group in Q1 2020 and held it in 10 quarters.
Ellevest Inc's Jefferies Financial Group position peaked at $366K in Q4 2024.
564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Ellevest Inc's 13F filing for Q1 2025, filed 14 May 2025.