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Ogorek Anthony Joseph’s Jefferies Financial Group JEF Stock Holding History

Ogorek Anthony Joseph’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
Q2 		– Sell
-53
Closed -$2K – 659
2025
Q1 		$2K Buy
+53
New +$3.6K ﹤0.01% 561

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ogorek Anthony Joseph's JEF Position: Q2 2025 in Review

Ogorek Anthony Joseph sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 53 shares — an estimated $2K sold.

Ogorek Anthony Joseph first reported a position in JEF in Q1 2025 and held it in 1 quarter. The position peaked at $2K in Q1 2025. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Ogorek Anthony Joseph reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 53 Jefferies Financial Group shares in Q2 2025, an estimated $2K.
  • Ogorek Anthony Joseph first reported a position in Jefferies Financial Group in Q1 2025 and held it in 1 quarter.
  • Ogorek Anthony Joseph's Jefferies Financial Group position peaked at $2K in Q1 2025.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2025, filed 8 Aug 2025.