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Ground Swell Capital’s Jefferies Financial Group JEF Stock Holding History

Ground Swell Capital’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
Q1 		– Sell
-3,564
Closed -$279K – 205
2024
Q4 		$279K Buy
+3,564
New +$256K 0.42% 53
2014
Q3 		– Sell
-391
Closed -$9K – 2582
2014
Q2 		$9K Buy
+391
New +$9.08K 0.02% 782

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ground Swell Capital's JEF Position: Q1 2025 in Review

Ground Swell Capital sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 3,564 shares — an estimated $279K sold.

Ground Swell Capital first reported a position in JEF in Q2 2014 and held it in 2 quarters. The position peaked at $279K in Q4 2024. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Ground Swell Capital reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 3,564 Jefferies Financial Group shares in Q1 2025, an estimated $279K.
  • Ground Swell Capital first reported a position in Jefferies Financial Group in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's Jefferies Financial Group position peaked at $279K in Q4 2024.
  • 564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.