Harbour Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Harbour Capital Advisors’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 Q4	–	Sell	-29,265	Closed	-$1.73M	–	288
2025 Q3	$1.73M	Sell	29,265 -2,605	-8%	-$159K	0.35%	75
2025 Q2	$1.8M	Sell	31,870 -2,095	-6%	-$104K	0.38%	70
2025 Q1	$1.63M	Buy	33,965 +6,530	+24%	+$443K	0.4%	63
2024 Q4	$2.22M	Buy	27,435 +5,890	+27%	+$424K	0.5%	57
2024 Q3	$1.37M	Buy	21,545 +1,570	+8%	+$89.1K	0.32%	70
2024 Q2	$998K	Buy	+19,975	New	+$897K	0.24%	91
2023 Q2	–	Sell	-16,740	Closed	-$531K	–	272
2023 Q1	$531K	Buy	+16,740	New	+$605K	0.16%	134

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 $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harbour Capital Advisors's JEF Position: Q4 2025 in Review

Harbour Capital Advisors sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 29,265 shares — an estimated $1.73M sold.

Harbour Capital Advisors first reported a position in JEF in Q1 2023 and held it in 7 quarters. The position peaked at $2.22M in Q4 2024. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

Harbour Capital Advisors reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
Harbour Capital Advisors sold 29,265 Jefferies Financial Group shares in Q4 2025, an estimated $1.73M.
Harbour Capital Advisors first reported a position in Jefferies Financial Group in Q1 2023 and held it in 7 quarters.
Harbour Capital Advisors's Jefferies Financial Group position peaked at $2.22M in Q4 2024.
597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Harbour Capital Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.