Macquarie Group’s Jefferies Financial Group JEF Stock Holding History

Macquarie Group’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	-3,311	Closed	-$181K	–	1652
2025 Q2	$181K	Buy	3,311 +1,883	+132%	+$93.2K	﹤0.01%	1546
2025 Q1	$76.5K	Sell	1,428 -1,804	-56%	-$122K	﹤0.01%	1560
2024 Q4	$253	Buy	+3,232	New	+$233K	﹤0.01%	1614
2024 Q3	–	Sell	-2	Closed	-$100	–	1794
2024 Q2	$100	Buy	+2	New	+$90	﹤0.01%	1881
2023 Q4	–	Sell	-47,600	Closed	-$1.74M	–	1661
2023 Q3	$1.74M	Sell	47,600 -29,800	-39%	-$1.07M	﹤0.01%	1206
2023 Q2	$2.57M	Hold	77,400	–	–	﹤0.01%	1108
2023 Q1	$2.46M	Sell	77,400 -3,560	-4%	-$129K	﹤0.01%	1106
2022 Q4	$2.65M	Buy	80,960 +14,318	+21%	+$476K	﹤0.01%	1126
2022 Q3	$1.97M	Sell	66,642 -3,371	-5%	-$102K	﹤0.01%	1232
2022 Q2	$1.85M	Hold	70,013	–	–	﹤0.01%	1322
2022 Q1	$2.2M	Hold	70,013	–	–	﹤0.01%	1341
2021 Q4	$2.6M	Buy	70,013 +63,594	+991%	+$2.45M	﹤0.01%	1295
2021 Q3	$228K	Sell	6,419 -1,013	-14%	-$33.9K	﹤0.01%	1782
2021 Q2	$243K	Hold	7,432	–	–	﹤0.01%	1772
2021 Q1	$214K	Sell	7,432 -2,327	-24%	-$63.4K	﹤0.01%	1689
2020 Q4	$230K	Hold	9,759	–	–	﹤0.01%	1628
2020 Q3	$168K	Hold	9,759	–	–	﹤0.01%	1653
2020 Q2	$145K	Buy	9,759 +7,772	+391%	+$104K	﹤0.01%	1638
2020 Q1	$26K	Hold	1,987	–	–	﹤0.01%	1896
2019 Q4	$41K	Hold	1,987	–	–	﹤0.01%	1861
2019 Q3	$35K	Sell	1,987 -136	-6%	-$2.42K	﹤0.01%	1832
2019 Q2	$37K	Hold	2,123	–	–	﹤0.01%	1750
2019 Q1	$36K	Hold	2,123	–	–	﹤0.01%	1592
2018 Q4	$33K	Sell	2,123 -446	-17%	-$8.17K	﹤0.01%	1675
2018 Q3	$51K	Hold	2,569	–	–	﹤0.01%	1725
2018 Q2	$52K	Hold	2,569	–	–	﹤0.01%	1945
2018 Q1	$52K	Sell	2,569 -5,474	-68%	-$124K	﹤0.01%	1979
2017 Q4	$478K	Buy	8,043 +4,753	+144%	+$110K	﹤0.01%	1454
2017 Q3	$74K	Hold	3,290	–	–	﹤0.01%	1964
2017 Q2	$77K	Hold	3,290	–	–	﹤0.01%	1477
2017 Q1	$76K	Sell	3,290 -1,402	-30%	-$31.3K	﹤0.01%	1497
2016 Q4	$97K	Buy	4,692 +1,005	+27%	+$18.8K	﹤0.01%	1484
2016 Q3	$63K	Hold	3,687	–	–	﹤0.01%	1492
2016 Q2	$57K	Hold	3,687	–	–	﹤0.01%	1482
2016 Q1	$53K	Sell	3,687 -83,832	-96%	-$1.18M	﹤0.01%	1470
2015 Q4	$1.36M	Buy	87,519 +15,900	+22%	+$266K	﹤0.01%	1017
2015 Q3	$1.3M	Buy	71,619 +67,932	+1,842%	+$1.36M	﹤0.01%	1082
2015 Q2	$80K	Hold	3,687	–	–	﹤0.01%	1540
2015 Q1	$74K	Hold	3,687	–	–	﹤0.01%	1498
2014 Q4	$74K	Hold	3,687	–	–	﹤0.01%	1490
2014 Q3	$79K	Hold	3,687	–	–	﹤0.01%	1465
2014 Q2	$87K	Sell	3,687 -1,117	-23%	-$25.9K	﹤0.01%	1514
2014 Q1	$120K	Hold	4,804	–	–	﹤0.01%	1462
2013 Q4	$122K	Buy	4,804 +3,463	+258%	+$87.6K	﹤0.01%	1455
2013 Q3	$33K	Hold	1,341	–	–	﹤0.01%	1573
2013 Q2	$31K	Buy	+1,341	New	+$35.2K	﹤0.01%	1525

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

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

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

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Macquarie Group's JEF Position: Q3 2025 in Review

Macquarie Group sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 3,311 shares — an estimated $181K sold.

Macquarie Group first reported a position in JEF in Q2 2013 and held it in 46 quarters. The position peaked at $2.65M in Q4 2022. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Macquarie Group reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
Macquarie Group sold 3,311 Jefferies Financial Group shares in Q3 2025, an estimated $181K.
Macquarie Group first reported a position in Jefferies Financial Group in Q2 2013 and held it in 46 quarters.
Macquarie Group's Jefferies Financial Group position peaked at $2.65M in Q4 2022.
570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Macquarie Group's 13F filing for Q3 2025, filed 13 Nov 2025.