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MorganRosel Wealth Management’s Jefferies Financial Group JEF Stock Holding History

MorganRosel Wealth 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
-9,431
Closed -$516K – 234
2025
Q2 		$516K Sell
9,431
-13,608
-59% -$674K 0.14% 84
2025
Q1 		$1.23M Buy
+23,039
New +$1.56M 0.37% 47

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Vanguard Group
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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 $3.38T AUM 44.17% 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

MorganRosel Wealth Management's JEF Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 9,431 shares — an estimated $516K sold.

MorganRosel Wealth Management first reported a position in JEF in Q1 2025 and held it in 2 quarters. The position peaked at $1.23M in Q1 2025. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 9,431 Jefferies Financial Group shares in Q3 2025, an estimated $516K.
  • MorganRosel Wealth Management first reported a position in Jefferies Financial Group in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Jefferies Financial Group position peaked at $1.23M in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.