Fulton Bank’s Jefferies Financial Group JEF Stock Holding History

Fulton 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	-15,414	Closed	-$826K	–	685
2025 Q1	$826K	Buy	15,414 +602	+4%	+$40.9K	0.03%	296
2024 Q4	$1.16M	Sell	14,812 -12	-0.1%	-$863	0.04%	252
2024 Q3	$912K	Buy	14,824 +224	+2%	+$12.7K	0.03%	294
2024 Q2	$726K	Buy	+14,600	New	+$655K	0.03%	319

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

Fulton Bank's JEF Position: Q2 2025 in Review

Fulton Bank sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 15,414 shares — an estimated $826K sold.

Fulton Bank first reported a position in JEF in Q2 2024 and held it in 4 quarters. The position peaked at $1.16M in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Fulton Bank reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Fulton Bank sold 15,414 Jefferies Financial Group shares in Q2 2025, an estimated $826K.
Fulton Bank first reported a position in Jefferies Financial Group in Q2 2024 and held it in 4 quarters.
Fulton Bank's Jefferies Financial Group position peaked at $1.16M in Q4 2024.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Fulton Bank's 13F filing for Q2 2025, filed 10 Jul 2025.