JFG
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Jefferies Financial Group’s Compass COMP Stock Holding History

Jefferies Financial Group’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,174
Closed -$149K – 1820
2025
Q4 		$150K Sell
14,174
-165,045
-92% -$1.51M ﹤0.01% 1655
2025
Q3 		$1.44M Buy
+179,219
New +$1.45M 0.01% 753
2025
Q2 		– Sell
-388,050
Closed -$2.66M – 1386
2025
Q1 		$3.39M Buy
388,050
+123,233
+47% +$976K 0.06% 414
2024
Q4 		$1.55M Buy
+264,817
New +$1.68M 0.02% 756

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return