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Integrated Advisors Network’s Jefferies Financial Group JEF Stock Holding History

Integrated Advisors Network’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
-4,368
Closed -$286K – 772
2025
Q3 		$286K Buy
+4,368
New +$266K 0.01% 649
2023
Q1 		– Sell
-142,553
Closed -$4.67M – 682
2022
Q4 		$4.67M Buy
+142,553
New +$4.74M 0.3% 97
2021
Q4 		– Sell
-8,440
Closed -$300K – 640
2021
Q3 		$300K Buy
+8,440
New +$282K 0.02% 514

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

Integrated Advisors Network's JEF Position: Q4 2025 in Review

Integrated Advisors Network sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 4,368 shares — an estimated $286K sold.

Integrated Advisors Network first reported a position in JEF in Q3 2021 and held it in 3 quarters. The position peaked at $4.67M in Q4 2022. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Integrated Advisors Network reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 4,368 Jefferies Financial Group shares in Q4 2025, an estimated $286K.
  • Integrated Advisors Network first reported a position in Jefferies Financial Group in Q3 2021 and held it in 3 quarters.
  • Integrated Advisors Network's Jefferies Financial Group position peaked at $4.67M in Q4 2022.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Integrated Advisors Network's 13F filing for Q4 2025, filed 17 Feb 2026.