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Gitterman Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Gitterman Wealth Management’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
Q3 		– Sell
-2,490
Closed -$136K – 236
2025
Q2 		$136K Buy
+2,490
New +$123K 0.03% 208

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gitterman Wealth Management's JEF Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 2,490 shares — an estimated $136K sold.

Gitterman Wealth Management first reported a position in JEF in Q2 2025 and held it in 1 quarter. The position peaked at $136K in Q2 2025. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,490 Jefferies Financial Group shares in Q3 2025, an estimated $136K.
  • Gitterman Wealth Management first reported a position in Jefferies Financial Group in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Jefferies Financial Group position peaked at $136K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.