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Harvest Fund Management’s Jefferies Financial Group JEF Stock Holding History

Harvest Fund 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
Q4 		– Sell
-985
Closed -$64K – 642
2025
Q3 		$64K Buy
+985
New +$60.1K ﹤0.01% 423
2025
Q1 		– Sell
-3,306
Closed -$259K – 754
2024
Q4 		$259K Buy
3,306
+3,230
+4,250% +$232K 0.01% 431
2024
Q3 		$5K Sell
76
-76
-50% -$4.31K ﹤0.01% 545
2024
Q2 		$8K Hold
152
– – ﹤0.01% 556
2024
Q1 		$7K Sell
152
-1,691
-92% -$70.4K ﹤0.01% 599
2023
Q4 		$74K Sell
1,843
-3,570
-66% -$126K 0.01% 366
2023
Q3 		$198K Buy
5,413
+1,384
+34% +$49.6K 0.03% 221
2023
Q2 		$134K Buy
4,029
+723
+22% +$22.6K 0.03% 275
2023
Q1 		$105K Sell
3,306
-152
-4% -$5.49K 0.02% 321
2022
Q4 		$113K Buy
3,458
+2,986
+633% +$99.2K 0.03% 313
2022
Q3 		$13K Hold
472
– – ﹤0.01% 617
2022
Q2 		$12K Hold
472
– – ﹤0.01% 598
2022
Q1 		$14K Sell
472
-2,224
-82% -$75.5K ﹤0.01% 622
2021
Q4 		$100K Hold
2,696
– – 0.02% 333
2021
Q3 		$95K Buy
+2,696
New +$90.2K 0.02% 294

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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harvest Fund Management's JEF Position: Q4 2025 in Review

Harvest Fund Management sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 985 shares — an estimated $64K sold.

Harvest Fund Management first reported a position in JEF in Q3 2021 and held it in 15 quarters. The position peaked at $259K in Q4 2024. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Harvest Fund Management reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Harvest Fund Management sold 985 Jefferies Financial Group shares in Q4 2025, an estimated $64K.
  • Harvest Fund Management first reported a position in Jefferies Financial Group in Q3 2021 and held it in 15 quarters.
  • Harvest Fund Management's Jefferies Financial Group position peaked at $259K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Harvest Fund Management's 13F filing for Q4 2025, filed 11 Feb 2026.