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

Heck 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
Q1 		– Sell
-300
Closed -$23.5K – 520
2024
Q4 		$23.5K Buy
+300
New +$21.6K ﹤0.01% 457

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 $3.37T AUM 44.26% 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

Heck Capital Advisors's JEF Position: Q1 2025 in Review

Heck Capital Advisors sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 300 shares — an estimated $23.5K sold.

Heck Capital Advisors first reported a position in JEF in Q4 2024 and held it in 1 quarter. The position peaked at $23.5K in Q4 2024. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Heck Capital Advisors reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 300 Jefferies Financial Group shares in Q1 2025, an estimated $23.5K.
  • Heck Capital Advisors first reported a position in Jefferies Financial Group in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Jefferies Financial Group position peaked at $23.5K in Q4 2024.
  • 564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.