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Lindbrook Capital’s Jefferies Financial Group JEF Stock Holding History

Lindbrook Capital’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 		$28.3K Buy
528
+132
+33% +$8.96K ﹤0.01% 1210
2024
Q4 		$31K Buy
396
+109
+38% +$7.84K ﹤0.01% 1035
2024
Q3 		$17.7K Buy
287
+49
+21% +$2.78K ﹤0.01% 1369
2024
Q2 		$11.8K Buy
238
+8
+3% +$359 ﹤0.01% 1529
2024
Q1 		$10.1K Buy
230
+8
+4% +$333 ﹤0.01% 1571
2023
Q4 		$8.97K Sell
222
-31
-12% -$1.1K ﹤0.01% 1606
2023
Q3 		$9.27K Buy
253
+48
+23% +$1.72K ﹤0.01% 1455
2023
Q2 		$6.8K Sell
205
-111
-35% -$3.46K ﹤0.01% 1661
2023
Q1 		$10K Buy
316
+50
+19% +$1.81K ﹤0.01% 1452
2022
Q4 		$8.71K Sell
266
-6
-2% -$199 ﹤0.01% 1505
2022
Q3 		$8K Buy
272
+105
+63% +$3.18K ﹤0.01% 1431
2022
Q2 		$4K Buy
167
+52
+45% +$1.54K ﹤0.01% 1653
2022
Q1 		$4K Buy
115
+22
+24% +$747 ﹤0.01% 1705
2021
Q4 		$3K Hold
93
– – ﹤0.01% 1669
2021
Q3 		$3K Hold
93
– – ﹤0.01% 1418
2021
Q2 		$3K Hold
93
– – ﹤0.01% 1477
2021
Q1 		$3K Hold
93
– – ﹤0.01% 1428
2020
Q4 		$2K Hold
93
– – ﹤0.01% 1464
2020
Q3 		$2K Hold
93
– – ﹤0.01% 1398
2020
Q2 		$1K Sell
93
-94
-50% -$1.26K ﹤0.01% 1574
2020
Q1 		$2K Sell
187
-511
-73% -$9.76K ﹤0.01% 1298
2019
Q4 		$14K Hold
698
– – ﹤0.01% 830
2019
Q3 		$12K Sell
698
-47
-6% -$837 ﹤0.01% 849
2019
Q2 		$12K Hold
745
– – ﹤0.01% 839
2019
Q1 		$12K Hold
745
– – ﹤0.01% 844
2018
Q4 		$11K Buy
+745
New +$13.6K 0.01% 805

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lindbrook Capital's JEF Position: Q1 2025 in Review

Lindbrook Capital increased its Jefferies Financial Group (JEF) stake by 33% in Q1 2025, buying an estimated $8.96K and bringing the position to 528 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Lindbrook Capital first reported a position in JEF in Q4 2018 and has held it in 26 quarters since. The position peaked at $31K in Q4 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Lindbrook Capital held 528 shares of Jefferies Financial Group worth $28.3K as of Q1 2025.
  • Lindbrook Capital bought 132 Jefferies Financial Group shares in Q1 2025, an estimated $8.96K.
  • Jefferies Financial Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1210 holding.
  • Lindbrook Capital first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Jefferies Financial Group position peaked at $31K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.