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 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IBEX Wealth Advisors's JEF Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 6,420 shares — an estimated $503K sold.

IBEX Wealth Advisors first reported a position in JEF in Q2 2021 and held it in 7 quarters. The position peaked at $5.83M in Q4 2021. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

IBEX Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 6,420 Jefferies Financial Group shares in Q1 2025, an estimated $503K.
IBEX Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2021 and held it in 7 quarters.
IBEX Wealth Advisors's Jefferies Financial Group position peaked at $5.83M in Q4 2021.
564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.