NorthRock Partners’s Jefferies Financial Group JEF Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-6,866	Closed	-$449K	–	770
2025 Q3	$449K	Sell	6,866 -632	-8%	-$38.5K	0.01%	565
2025 Q2	$410K	Buy	7,498 +1,300	+21%	+$64.4K	0.01%	450
2025 Q1	$332K	Buy	6,198 +457	+8%	+$31K	0.01%	450
2024 Q4	$450K	Buy	5,741 +9	+0.2%	+$647	0.01%	381
2024 Q3	$353K	Buy	5,732 +184	+3%	+$10.4K	0.01%	449
2024 Q2	$276K	Buy	5,548 +142	+3%	+$6.37K	0.01%	500
2024 Q1	$238K	Buy	5,406 +161	+3%	+$6.71K	0.01%	543
2023 Q4	$212K	Buy	+5,245	New	+$186K	0.01%	533

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

NorthRock Partners's JEF Position: Q4 2025 in Review

NorthRock Partners sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 6,866 shares — an estimated $449K sold.

NorthRock Partners first reported a position in JEF in Q4 2023 and held it in 8 quarters. The position peaked at $450K in Q4 2024. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

NorthRock Partners reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 6,866 Jefferies Financial Group shares in Q4 2025, an estimated $449K.
NorthRock Partners first reported a position in Jefferies Financial Group in Q4 2023 and held it in 8 quarters.
NorthRock Partners's Jefferies Financial Group position peaked at $450K in Q4 2024.
594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.