Lake Street Private Wealth’s Jefferies Financial Group JEF Stock Holding History

Lake Street Private Wealth’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 Q1	–	Sell	-2,750	Closed	-$216K	–	256
2024 Q4	$216K	Buy	+2,750	New	+$198K	0.03%	229
2022 Q1	–	Sell	-5,753	Closed	-$213K	–	338
2021 Q4	$213K	Sell	5,753 -2,615	-31%	-$101K	0.04%	307
2021 Q3	$297K	Sell	8,368 -3,138	-27%	-$105K	0.07%	184
2021 Q2	$372K	Hold	11,506	–	–	0.09%	159
2021 Q1	$331K	Hold	11,506	–	–	0.09%	168
2020 Q4	$271K	Hold	11,506	–	–	0.08%	172
2020 Q3	$198K	Sell	11,506 -837	-7%	-$13.7K	0.07%	157
2020 Q2	$183K	Hold	12,343	–	–	0.07%	149
2020 Q1	$161K	Sell	12,343 -1,778	-13%	-$33.9K	0.07%	138
2019 Q4	$288K	Sell	14,121 -418	-3%	-$7.91K	0.11%	145
2019 Q3	$256K	Sell	14,539 -989	-6%	-$17.6K	0.12%	136
2019 Q2	$267K	Sell	15,528 -1,117	-7%	-$19.2K	0.16%	104
2019 Q1	$280K	Buy	+16,645	New	+$294K	0.19%	90

Other funds holding JEF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Lake Street Private Wealth's JEF Position: Q1 2025 in Review

Lake Street Private Wealth sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 2,750 shares — an estimated $216K sold.

Lake Street Private Wealth first reported a position in JEF in Q1 2019 and held it in 13 quarters. The position peaked at $372K in Q2 2021. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

Lake Street Private Wealth reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
Lake Street Private Wealth sold 2,750 Jefferies Financial Group shares in Q1 2025, an estimated $216K.
Lake Street Private Wealth first reported a position in Jefferies Financial Group in Q1 2019 and held it in 13 quarters.
Lake Street Private Wealth's Jefferies Financial Group position peaked at $372K in Q2 2021.
564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Lake Street Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.