Highland Capital Management (Tennessee)’s Jefferies Financial Group JEF Stock Holding History

Highland Capital Management (Tennessee)’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	-19,015	Closed	-$1.02M	–	423
2025 Q1	$1.02M	Buy	19,015 +437	+2%	+$29.7K	0.06%	232
2024 Q4	$1.46M	Sell	18,578 -518	-3%	-$37.3K	0.08%	186
2024 Q3	$1.18M	Buy	+19,096	New	+$1.08M	0.07%	218
2018 Q1	–	Sell	-21,370	Closed	-$507K	–	348
2017 Q4	$507K	Buy	+21,370	New	+$493K	0.04%	276
2017 Q3	–	Sell	-20,995	Closed	-$492K	–	363
2017 Q2	$492K	Buy	+20,995	New	+$478K	0.04%	278

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Highland Capital Management (Tennessee)'s JEF Position: Q2 2025 in Review

Highland Capital Management (Tennessee) sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 19,015 shares — an estimated $1.02M sold.

Highland Capital Management (Tennessee) first reported a position in JEF in Q2 2017 and held it in 5 quarters. The position peaked at $1.46M in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Highland Capital Management (Tennessee) reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 19,015 Jefferies Financial Group shares in Q2 2025, an estimated $1.02M.
Highland Capital Management (Tennessee) first reported a position in Jefferies Financial Group in Q2 2017 and held it in 5 quarters.
Highland Capital Management (Tennessee)'s Jefferies Financial Group position peaked at $1.46M in Q4 2024.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2025, filed 22 Jul 2025.