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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
Q2 		– Sell
-31,900
Closed -$1.71M – 431
2025
Q1 		$1.71M Buy
+31,900
New +$2.17M 0.04% 281
2024
Q3 		– Sell
-692
Closed -$3.44M – 400
2024
Q2 		$3.44M Sell
692
-1,108
-62% -$49.7K 0.08% 243
2024
Q1 		$7.94M Buy
1,800
+1,000
+125% +$41.6K 0.22% 127
2023
Q4 		$3.23M Buy
800
+100
+14% +$3.54K 0.09% 202
2023
Q3 		$2.56M Buy
+700
New +$25.1K 0.08% 213

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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.