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NewSquare Capital’s Jefferies Financial Group JEF Stock Holding History

NewSquare Capital’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
-169
Closed -$9.24K – 717
2025
Q2 		$9.24K Buy
169
+21
+14% +$1.04K ﹤0.01% 671
2025
Q1 		$7.93K Buy
148
+141
+2,014% +$9.57K ﹤0.01% 598
2024
Q4 		$549 Buy
+7
New +$504 ﹤0.01% 704
2022
Q2 		– Sell
-1,778
Closed -$56K – 393
2022
Q1 		$56K Sell
1,778
-123,554
-99% -$4.2M 0.01% 198
2021
Q4 		$4.65M Buy
125,332
+5,607
+5% +$216K 0.49% 47
2021
Q3 		$4.25M Buy
119,725
+5,125
+4% +$171K 0.5% 39
2021
Q2 		$3.75M Buy
114,600
+8,421
+8% +$257K 0.44% 54
2021
Q1 		$3.06M Buy
+106,179
New +$2.89M 0.4% 66
2019
Q3 		– Sell
-198
Closed -$3K – 316
2019
Q2 		$3K Hold
198
– – ﹤0.01% 314
2019
Q1 		$3K Hold
198
– – ﹤0.01% 295
2018
Q4 		$3K Hold
198
– – ﹤0.01% 289
2018
Q3 		$4K Buy
+198
New +$4.13K ﹤0.01% 280

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

NewSquare Capital's JEF Position: Q3 2025 in Review

NewSquare Capital sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 169 shares — an estimated $9.24K sold.

NewSquare Capital first reported a position in JEF in Q3 2018 and held it in 12 quarters. The position peaked at $4.65M in Q4 2021. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • NewSquare Capital reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 169 Jefferies Financial Group shares in Q3 2025, an estimated $9.24K.
  • NewSquare Capital first reported a position in Jefferies Financial Group in Q3 2018 and held it in 12 quarters.
  • NewSquare Capital's Jefferies Financial Group position peaked at $4.65M in Q4 2021.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.