LIM
JEF icon

Longfellow Investment Management’s Jefferies Financial Group JEF Stock Holding History

Longfellow Investment Management’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
-7,840
Closed -$429K – 283
2025
Q2 		$429K Hold
7,840
– – 0.11% 118
2025
Q1 		$420K Buy
+7,840
New +$532K 0.1% 112
2021
Q4 		– Sell
-2,225
Closed -$79K – 408
2021
Q3 		$79K Hold
2,225
– – 0.01% 281
2021
Q2 		$73K Sell
2,225
-1,366
-38% -$41.7K 0.01% 295
2021
Q1 		$104K Hold
3,591
– – 0.01% 356
2020
Q4 		$85K Buy
+3,591
New +$75.4K 0.01% 330

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 $5.27B AUM 2.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Longfellow Investment Management's JEF Position: Q3 2025 in Review

Longfellow Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 7,840 shares — an estimated $429K sold.

Longfellow Investment Management first reported a position in JEF in Q4 2020 and held it in 6 quarters. The position peaked at $429K in Q2 2025. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Longfellow Investment Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 7,840 Jefferies Financial Group shares in Q3 2025, an estimated $429K.
  • Longfellow Investment Management first reported a position in Jefferies Financial Group in Q4 2020 and held it in 6 quarters.
  • Longfellow Investment Management's Jefferies Financial Group position peaked at $429K in Q2 2025.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Longfellow Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.