MYIA
JEF icon

Mount Yale Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Mount Yale Investment Advisors’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
-12
Closed -$656 – 1152
2025
Q2 		$656 Buy
+12
New +$594 ﹤0.01% 1409
2018
Q3 		– Sell
-113,796
Closed -$2.32M – 971
2018
Q2 		$2.32M Sell
113,796
-352
-0.3% -$7.37K 0.44% 54
2018
Q1 		$2.32M Buy
+114,148
New +$2.59M 0.5% 51

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
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

Mount Yale Investment Advisors's JEF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 12 shares — an estimated $656 sold.

Mount Yale Investment Advisors first reported a position in JEF in Q1 2018 and held it in 3 quarters. The position peaked at $2.32M in Q1 2018. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12 Jefferies Financial Group shares in Q3 2025, an estimated $656.
  • Mount Yale Investment Advisors first reported a position in Jefferies Financial Group in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Jefferies Financial Group position peaked at $2.32M in Q1 2018.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.