IWA
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IBEX Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

IBEX Wealth 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
-6,420
Closed -$503K – 172
2024
Q4 		$503K Sell
6,420
-38,628
-86% -$2.78M 0.06% 147
2024
Q3 		$4.91M Buy
+45,048
New +$2.56M 1.34% 28
2022
Q3 		– Sell
-15,220
Closed -$402K – 156
2022
Q2 		$402K Sell
15,220
-166,096
-92% -$4.91M 0.09% 116
2022
Q1 		$5.69M Buy
181,316
+24,193
+15% +$821K 1.09% 32
2021
Q4 		$5.83M Buy
157,123
+4,209
+3% +$162K 1.03% 29
2021
Q3 		$5.43M Buy
152,914
+5,080
+3% +$170K 1.05% 28
2021
Q2 		$4.83M Buy
+147,834
New +$4.51M 0.97% 36

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return