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Jefferies Financial Group’s Terex TEX Stock Holding History

Jefferies Financial Group’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,652
Closed -$214K – 1788
2025
Q1 		$214K Buy
+5,652
New +$247K ﹤0.01% 1359
2024
Q4 		– Sell
-14,684
Closed -$777K – 1850
2024
Q3 		$777K Buy
+14,684
New +$811K 0.01% 854
2024
Q2 		– Sell
-5,219
Closed -$336K – 1868
2024
Q1 		$336K Buy
+5,219
New +$306K ﹤0.01% 1177
2023
Q3 		– Sell
-5,116
Closed -$306K – 1989
2023
Q2 		$306K Buy
+5,116
New +$254K ﹤0.01% 1317
2016
Q3 		– Sell
-100,000
Closed -$2.03M – 46
2016
Q2 		$2.03M Buy
+100,000
New +$2.29M 0.24% 23

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Jefferies Financial Group's TEX Position: Q2 2025 in Review

Jefferies Financial Group sold out of Terex (TEX) in Q2 2025, closing a stake of 5,652 shares — an estimated $214K sold.

Jefferies Financial Group first reported a position in TEX in Q2 2016 and held it in 5 quarters. The position peaked at $2.03M in Q2 2016. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Jefferies Financial Group reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 5,652 Terex shares in Q2 2025, an estimated $214K.
  • Jefferies Financial Group first reported a position in Terex in Q2 2016 and held it in 5 quarters.
  • Jefferies Financial Group's Terex position peaked at $2.03M in Q2 2016.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.