MCM
JEF icon

MAI Capital Management’s Jefferies Financial Group JEF Stock Holding History

MAI Capital 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
2026
Q1 		$301K Buy
7,291
+7,046
+2,876% +$366K ﹤0.01% 1273
2025
Q4 		$15.2K Buy
245
+20
+9% +$1.15K ﹤0.01% 2659
2025
Q3 		$14.7K Sell
225
-291
-56% -$17.7K ﹤0.01% 2554
2025
Q2 		$28.2K Buy
516
+285
+123% +$14.1K ﹤0.01% 2179
2025
Q1 		$12.4K Buy
231
+200
+645% +$13.6K ﹤0.01% 2403
2024
Q4 		$2.43K Buy
+31
New +$2.23K ﹤0.01% 2986
2024
Q3 		– Sell
-4,504
Closed -$224K – 1180
2024
Q2 		$224K Sell
4,504
-332
-7% -$14.9K ﹤0.01% 1103
2024
Q1 		$213K Buy
+4,836
New +$201K ﹤0.01% 1104
2023
Q2 		– Sell
-10,428
Closed -$331K – 1102
2023
Q1 		$331K Buy
10,428
+3,943
+61% +$142K 0.01% 762
2022
Q4 		$213K Buy
+6,485
New +$215K ﹤0.01% 891

Other funds holding JEF

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return