Interval Partners’s Jefferies Financial Group JEF Stock Holding History

Interval Partners’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	-74,094	Closed	-$4.85M	–	397
2025 Q3	$4.85M	Buy	+74,094	New	+$4.52M	0.08%	228
2024 Q3	–	Sell	-113,471	Closed	-$6.44M	–	399
2024 Q2	$5.65M	Sell	113,471 -124,800	-52%	-$5.6M	0.12%	174
2024 Q1	$10.5M	Sell	238,271 -55,368	-19%	-$2.31M	0.29%	100
2023 Q4	$11.9M	Buy	293,639 +183,711	+167%	+$6.5M	0.34%	85
2023 Q3	$4.03M	Buy	+109,928	New	+$3.94M	0.12%	168
2022 Q4	–	Sell	-123,552	Closed	-$3.48M	–	272
2022 Q3	$3.48M	Buy	123,552 +10,460	+9%	+$317K	0.15%	153
2022 Q2	$2.99M	Buy	113,092 +30,311	+37%	+$896K	0.15%	149
2022 Q1	$2.6M	Buy	+82,781	New	+$2.81M	0.13%	181
2018 Q4	–	Sell	-64,235	Closed	-$1.26M	–	216
2018 Q3	$1.26M	Buy	+64,235	New	+$1.34M	0.05%	169

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Interval Partners's JEF Position: Q4 2025 in Review

Interval Partners sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 74,094 shares — an estimated $4.85M sold.

Interval Partners first reported a position in JEF in Q3 2018 and held it in 9 quarters. The position peaked at $11.9M in Q4 2023. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

Interval Partners reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
Interval Partners sold 74,094 Jefferies Financial Group shares in Q4 2025, an estimated $4.85M.
Interval Partners first reported a position in Jefferies Financial Group in Q3 2018 and held it in 9 quarters.
Interval Partners's Jefferies Financial Group position peaked at $11.9M in Q4 2023.
597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.