Epacria Capital Partners’s Jefferies Financial Group JEF Stock Holding History

Epacria Capital Partners’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	-27,381	Closed	-$1.47M	–	38
2025 Q1	$1.47M	Sell	27,381 -13,500	-33%	-$916K	1.19%	16
2024 Q4	$3.21M	Sell	40,881 -13,300	-25%	-$957K	2.71%	12
2024 Q3	$3.33M	Sell	54,181 -53,300	-50%	-$3.02M	2.28%	16
2024 Q2	$5.35M	Hold	107,481	–	–	3.92%	7
2024 Q1	$4.74M	Hold	107,481	–	–	3.44%	7
2023 Q4	$4.34M	Hold	107,481	–	–	3.48%	7
2023 Q3	$3.94M	Hold	107,481	–	–	3.26%	7
2023 Q2	$3.57M	Sell	107,481 -39,981	-27%	-$1.25M	2.92%	7
2023 Q1	$4.68M	Sell	147,462 -6,783	-4%	-$245K	3.63%	7
2022 Q4	$5.05M	Buy	+154,245	New	+$5.13M	3.98%	7

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

Epacria Capital Partners's JEF Position: Q2 2025 in Review

Epacria Capital Partners sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 27,381 shares — an estimated $1.47M sold.

Epacria Capital Partners first reported a position in JEF in Q4 2022 and held it in 10 quarters. The position peaked at $5.35M in Q2 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Epacria Capital Partners reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Epacria Capital Partners sold 27,381 Jefferies Financial Group shares in Q2 2025, an estimated $1.47M.
Epacria Capital Partners first reported a position in Jefferies Financial Group in Q4 2022 and held it in 10 quarters.
Epacria Capital Partners's Jefferies Financial Group position peaked at $5.35M in Q2 2024.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Epacria Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.