Golden State Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Golden State 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 Q2	–	Sell	-29	Closed	-$1.55K	–	1618
2025 Q1	$1.55K	Sell	29 -2	-6%	-$136	﹤0.01%	1358
2024 Q4	$2.45K	Buy	+31	New	+$2.23K	﹤0.01%	1228
2019 Q4	–	Sell	-128	Closed	-$2K	–	522
2019 Q3	$2K	Sell	128 -7	-5%	-$125	﹤0.01%	972
2019 Q2	$2K	Hold	135	–	–	﹤0.01%	986
2019 Q1	$2K	Buy	+135	New	+$2.38K	﹤0.01%	1024

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's JEF Position: Q2 2025 in Review

Golden State Wealth Management sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 29 shares — an estimated $1.55K sold.

Golden State Wealth Management first reported a position in JEF in Q1 2019 and held it in 5 quarters. The position peaked at $2.45K in Q4 2024. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Golden State Wealth Management reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 29 Jefferies Financial Group shares in Q2 2025, an estimated $1.55K.
Golden State Wealth Management first reported a position in Jefferies Financial Group in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Jefferies Financial Group position peaked at $2.45K in Q4 2024.
557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.