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Insight Wealth Strategies’s Jefferies Financial Group JEF Stock Holding History

Insight Wealth Strategies’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
-81,769
Closed -$5.35M – 180
2025
Q3 		$5.35M Sell
81,769
-425
-0.5% -$25.9K 0.63% 44
2025
Q2 		$4.57M Buy
82,194
+22,085
+37% +$1.09M 0.58% 49
2025
Q1 		$3.22M Buy
60,109
+4,166
+7% +$283K 0.43% 71
2024
Q4 		$4.39M Buy
+55,943
New +$4.02M 0.59% 47

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.94B 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 $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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B 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

Insight Wealth Strategies's JEF Position: Q4 2025 in Review

Insight Wealth Strategies sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 81,769 shares — an estimated $5.35M sold.

Insight Wealth Strategies first reported a position in JEF in Q4 2024 and held it in 4 quarters. The position peaked at $5.35M in Q3 2025. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Insight Wealth Strategies reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 81,769 Jefferies Financial Group shares in Q4 2025, an estimated $5.35M.
  • Insight Wealth Strategies first reported a position in Jefferies Financial Group in Q4 2024 and held it in 4 quarters.
  • Insight Wealth Strategies's Jefferies Financial Group position peaked at $5.35M in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.