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Lighthouse Investment Partners’s Jefferies Financial Group JEF Stock Holding History

Lighthouse Investment 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
Q3 		– Sell
-64,013
Closed -$3.5M – 704
2025
Q2 		$3.5M Sell
64,013
-70,835
-53% -$3.51M 0.13% 226
2025
Q1 		$7.22M Buy
+134,848
New +$9.15M 0.3% 109

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SMFG
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lighthouse Investment Partners's JEF Position: Q3 2025 in Review

Lighthouse Investment Partners sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 64,013 shares — an estimated $3.5M sold.

Lighthouse Investment Partners first reported a position in JEF in Q1 2025 and held it in 2 quarters. The position peaked at $7.22M in Q1 2025. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Lighthouse Investment Partners reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 64,013 Jefferies Financial Group shares in Q3 2025, an estimated $3.5M.
  • Lighthouse Investment Partners first reported a position in Jefferies Financial Group in Q1 2025 and held it in 2 quarters.
  • Lighthouse Investment Partners's Jefferies Financial Group position peaked at $7.22M in Q1 2025.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Lighthouse Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.