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Net Worth Advisory Group’s Jefferies Financial Group JEF Stock Holding History

Net Worth Advisory Group’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
-7,002
Closed -$383K – 449
2025
Q2 		$383K Buy
7,002
+388
+6% +$19.2K 0.08% 242
2025
Q1 		$354K Buy
6,614
+126
+2% +$8.55K 0.11% 213
2024
Q4 		$509K Buy
6,488
+62
+1% +$4.46K 0.15% 171
2024
Q3 		$396K Buy
+6,426
New +$365K 0.12% 201

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

Net Worth Advisory Group's JEF Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 7,002 shares — an estimated $383K sold.

Net Worth Advisory Group first reported a position in JEF in Q3 2024 and held it in 4 quarters. The position peaked at $509K in Q4 2024. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 7,002 Jefferies Financial Group shares in Q3 2025, an estimated $383K.
  • Net Worth Advisory Group first reported a position in Jefferies Financial Group in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Jefferies Financial Group position peaked at $509K in Q4 2024.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.