Lord, Abbett & Co
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Lord, Abbett & Co’s Jefferies Financial Group JEF Stock Holding History

Lord, Abbett & Co’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
Q2 		– Sell
-77,805
Closed -$4.17M – 551
2025
Q1 		$4.17M Sell
77,805
-13,046
-14% -$886K 0.01% 475
2024
Q4 		$7.12M Sell
90,851
-14,017
-13% -$1.01M 0.02% 428
2024
Q3 		$6.46M Buy
+104,868
New +$5.95M 0.02% 451

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
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lord, Abbett & Co's JEF Position: Q2 2025 in Review

Lord, Abbett & Co sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 77,805 shares — an estimated $4.17M sold.

Lord, Abbett & Co first reported a position in JEF in Q3 2024 and held it in 3 quarters. The position peaked at $7.12M in Q4 2024. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Lord, Abbett & Co reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 77,805 Jefferies Financial Group shares in Q2 2025, an estimated $4.17M.
  • Lord, Abbett & Co first reported a position in Jefferies Financial Group in Q3 2024 and held it in 3 quarters.
  • Lord, Abbett & Co's Jefferies Financial Group position peaked at $7.12M in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Lord, Abbett & Co's 13F filing for Q2 2025, filed 14 Aug 2025.