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Hemington Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Hemington 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
Q3 		$17K Buy
263
+25
+11% +$1.52K ﹤0.01% 695
2025
Q2 		$13K Sell
238
-88
-27% -$4.36K ﹤0.01% 763
2025
Q1 		$17K Sell
326
-9
-3% -$611 ﹤0.01% 627
2024
Q4 		$26K Buy
335
+140
+72% +$10.1K 0.01% 476
2024
Q3 		$12K Buy
+195
New +$11.1K ﹤0.01% 653

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's JEF Position: Q3 2025 in Review

Hemington Wealth Management increased its Jefferies Financial Group (JEF) stake by 11% in Q3 2025, buying an estimated $1.52K and bringing the position to 263 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Hemington Wealth Management first reported a position in JEF in Q3 2024 and has held it in 5 quarters since. The position peaked at $26K in Q4 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Hemington Wealth Management held 263 shares of Jefferies Financial Group worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 25 Jefferies Financial Group shares in Q3 2025, an estimated $1.52K.
  • Jefferies Financial Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #695 holding.
  • Hemington Wealth Management first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Jefferies Financial Group position peaked at $26K in Q4 2024.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.