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Global Financial Private Client’s Jefferies Financial Group JEF Stock Holding History

Global Financial Private Client’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
-24
Closed -$1.29K – 914
2025
Q1 		$1.29K Buy
24
+8
+50% +$543 ﹤0.01% 993
2024
Q4 		$1.25K Buy
+16
New +$1.15K ﹤0.01% 756

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's JEF Position: Q2 2025 in Review

Global Financial Private Client sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 24 shares — an estimated $1.29K sold.

Global Financial Private Client first reported a position in JEF in Q4 2024 and held it in 2 quarters. The position peaked at $1.29K in Q1 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Global Financial Private Client reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 24 Jefferies Financial Group shares in Q2 2025, an estimated $1.29K.
  • Global Financial Private Client first reported a position in Jefferies Financial Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Jefferies Financial Group position peaked at $1.29K in Q1 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.