Nebula Research & Development’s Jefferies Financial Group JEF Stock Holding History

Nebula Research & Development’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	-92,285	Closed	-$5.05M	–	447
2025 Q2	$5.05M	Buy	92,285 +32,925	+55%	+$1.63M	0.43%	13
2025 Q1	$3.18M	Buy	+59,360	New	+$4.03M	0.29%	74
2024 Q3	–	Sell	-28,663	Closed	-$1.43M	–	1058
2024 Q2	$1.43M	Buy	+28,663	New	+$1.29M	0.23%	127
2024 Q1	–	Sell	-12,542	Closed	-$507K	–	860
2023 Q4	$507K	Buy	+12,542	New	+$444K	0.15%	247
2023 Q3	–	Sell	-6,477	Closed	-$215K	–	571
2023 Q2	$215K	Buy	+6,477	New	+$202K	0.16%	255

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

Nebula Research & Development's JEF Position: Q3 2025 in Review

Nebula Research & Development sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 92,285 shares — an estimated $5.05M sold.

Nebula Research & Development first reported a position in JEF in Q2 2023 and held it in 5 quarters. The position peaked at $5.05M in Q2 2025. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Nebula Research & Development reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
Nebula Research & Development sold 92,285 Jefferies Financial Group shares in Q3 2025, an estimated $5.05M.
Nebula Research & Development first reported a position in Jefferies Financial Group in Q2 2023 and held it in 5 quarters.
Nebula Research & Development's Jefferies Financial Group position peaked at $5.05M in Q2 2025.
568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.