JFG
SF

Jefferies Financial Group’s Stifel SF Stock Holding History

Jefferies Financial Group’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,001
Closed -$573K – 1833
2024
Q1 		$573K Buy
+11,001
New +$542K 0.01% 1021
2023
Q2 		– Sell
-5,730
Closed -$226K – 1974
2023
Q1 		$226K Buy
+5,730
New +$241K ﹤0.01% 1322

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Financial Group's SF Position: Q2 2024 in Review

Jefferies Financial Group sold out of Stifel (SF) in Q2 2024, closing a stake of 11,001 shares — an estimated $573K sold.

Jefferies Financial Group first reported a position in SF in Q1 2023 and held it in 2 quarters. The position peaked at $573K in Q1 2024. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

  • Jefferies Financial Group reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 11,001 Stifel shares in Q2 2024, an estimated $573K.
  • Jefferies Financial Group first reported a position in Stifel in Q1 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Stifel position peaked at $573K in Q1 2024.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.