Hexagon Capital Partners’s Jefferies Financial Group JEF Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-109	Closed	-$5.84K	–	919
2025 Q1	$5.84K	Hold	109	–	–	﹤0.01%	1132
2024 Q4	$8.55K	Hold	109	–	–	﹤0.01%	1060
2024 Q3	$6.71K	Sell	109 -14	-11%	-$794	﹤0.01%	1003
2024 Q2	$6.12K	Hold	123	–	–	﹤0.01%	975
2024 Q1	$5.42K	Sell	123 -2	-2%	-$83	﹤0.01%	980
2023 Q4	$5.05K	Sell	125 -9	-7%	-$318	﹤0.01%	974
2023 Q3	$4.91K	Sell	134 -7	-5%	-$251	﹤0.01%	915
2023 Q2	$4.68K	Buy	141 +1	+0.7%	+$31	﹤0.01%	916
2023 Q1	$4.44K	Sell	140 -138	-50%	-$4.99K	﹤0.01%	906
2022 Q4	$9.12K	Buy	278 +48	+21%	+$1.59K	﹤0.01%	752
2022 Q3	$6K	Buy	+230	New	+$6.96K	﹤0.01%	897
2022 Q1	–	Sell	-479	Closed	-$18K	–	954
2021 Q4	$18K	Buy	479 +166	+53%	+$6.39K	﹤0.01%	527
2021 Q3	$11K	Buy	+313	New	+$10.5K	﹤0.01%	578

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 $3.38T AUM 44.17% 1-Year Est. Return

MMLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hexagon Capital Partners's JEF Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 109 shares — an estimated $5.84K sold.

Hexagon Capital Partners first reported a position in JEF in Q3 2021 and held it in 13 quarters. The position peaked at $18K in Q4 2021. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Hexagon Capital Partners reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 109 Jefferies Financial Group shares in Q2 2025, an estimated $5.84K.
Hexagon Capital Partners first reported a position in Jefferies Financial Group in Q3 2021 and held it in 13 quarters.
Hexagon Capital Partners's Jefferies Financial Group position peaked at $18K in Q4 2021.
557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.