Moody Aldrich Partners’s Jefferies Financial Group JEF Stock Holding History

Moody Aldrich Partners’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	-4,008	Closed	-$219K	–	196
2025 Q2	$219K	Sell	4,008 -66	-2%	-$3.27K	0.04%	172
2025 Q1	$218K	Sell	4,074 -1,587	-28%	-$108K	0.05%	160
2024 Q4	$444K	Sell	5,661 -28	-0.5%	-$2.01K	0.08%	138
2024 Q3	$350K	Buy	+5,689	New	+$323K	0.06%	149
2024 Q1	–	Sell	-61,978	Closed	-$2.5M	–	229
2023 Q4	$2.5M	Hold	61,978	–	–	0.45%	82
2023 Q3	$2.27M	Hold	61,978	–	–	0.43%	80
2023 Q2	$2.06M	Buy	61,978 +18,666	+43%	+$583K	0.4%	91
2023 Q1	$1.37M	Buy	43,312 +13,246	+44%	+$479K	0.28%	107
2022 Q4	$985K	Buy	+30,066	New	+$999K	0.2%	117
2022 Q3	–	Sell	-13,491	Closed	-$356K	–	165
2022 Q2	$356K	Sell	13,491 -136	-1%	-$4.02K	0.07%	124
2022 Q1	$428K	Buy	13,627 +3,331	+32%	+$113K	0.06%	123
2021 Q4	$382K	Sell	10,296 -136	-1%	-$5.24K	0.05%	131
2021 Q3	$370K	Sell	10,432 -8	-0.1%	-$268	0.05%	141
2021 Q2	$341K	Sell	10,440 -152	-1%	-$4.64K	0.05%	144
2021 Q1	$305K	Buy	+10,592	New	+$289K	0.04%	156

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody Aldrich Partners's JEF Position: Q3 2025 in Review

Moody Aldrich Partners sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 4,008 shares — an estimated $219K sold.

Moody Aldrich Partners first reported a position in JEF in Q1 2021 and held it in 15 quarters. The position peaked at $2.5M in Q4 2023. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Moody Aldrich Partners reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
Moody Aldrich Partners sold 4,008 Jefferies Financial Group shares in Q3 2025, an estimated $219K.
Moody Aldrich Partners first reported a position in Jefferies Financial Group in Q1 2021 and held it in 15 quarters.
Moody Aldrich Partners's Jefferies Financial Group position peaked at $2.5M in Q4 2023.
568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Moody Aldrich Partners's 13F filing for Q3 2025, filed 21 Oct 2025.