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Foundations Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-4,097
Closed -$268K – 1151
2025
Q3 		$268K Buy
+4,097
New +$250K ﹤0.01% 896

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 $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Foundations Investment Advisors's JEF Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 4,097 shares — an estimated $268K sold.

Foundations Investment Advisors first reported a position in JEF in Q3 2025 and held it in 1 quarter. The position peaked at $268K in Q3 2025. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,097 Jefferies Financial Group shares in Q4 2025, an estimated $268K.
  • Foundations Investment Advisors first reported a position in Jefferies Financial Group in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Jefferies Financial Group position peaked at $268K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.