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 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

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. 568 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.
568 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.