HCM
JEF icon

Huber Capital Management’s Jefferies Financial Group JEF Stock Holding History

Huber Capital 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
-4,000
Closed -$262K – 107
2025
Q3 		$262K Buy
+4,000
New +$244K 0.04% 105
2023
Q1 		– Sell
-14,749
Closed -$483K – 88
2022
Q4 		$483K Hold
14,749
– – 0.12% 75
2022
Q3 		$416K Hold
14,749
– – 0.12% 72
2022
Q2 		$389K Hold
14,749
– – 0.11% 75
2022
Q1 		$463K Sell
14,749
-18,305
-55% -$622K 0.11% 78
2021
Q4 		$1.23M Buy
33,054
+2,615
+9% +$101K 0.32% 58
2021
Q3 		$1.08M Buy
30,439
+23,640
+348% +$791K 0.28% 64
2021
Q2 		$222K Sell
6,799
-2,092
-24% -$63.8K 0.06% 93
2021
Q1 		$256K Buy
+8,891
New +$242K 0.07% 85

Other funds holding JEF

BlackRock
BlackRock New York $5.7T 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 $4.92B 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 $35.3B 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