Oppenheimer Asset Management’s Jefferies Financial Group JEF Stock Holding History

Oppenheimer Asset Management’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	-4,884	Closed	-$262K	–	1184
2025 Q1	$262K	Buy	+4,884	New	+$332K	﹤0.01%	1000
2020 Q1	–	Sell	-7,225	Closed	-$147K	–	1575
2019 Q4	$147K	Buy	7,225 +5,432	+303%	+$103K	﹤0.01%	1121
2019 Q3	$32K	Sell	1,793 -150	-8%	-$2.67K	﹤0.01%	1403
2019 Q2	$33K	Sell	1,943 -20	-1%	-$343	﹤0.01%	1424
2019 Q1	$33K	Sell	1,963 -27	-1%	-$477	﹤0.01%	1402
2018 Q4	$31K	Buy	+1,990	New	+$36.4K	﹤0.01%	1414
2017 Q4	–	Sell	-2,326	Closed	-$53K	–	1276
2017 Q3	$53K	Buy	2,326 +445	+24%	+$9.97K	﹤0.01%	1355
2017 Q2	$44K	Sell	1,881 -461	-20%	-$10.5K	﹤0.01%	1370
2017 Q1	$54K	Buy	+2,342	New	+$52.4K	﹤0.01%	1330

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oppenheimer Asset Management's JEF Position: Q2 2025 in Review

Oppenheimer Asset Management sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 4,884 shares — an estimated $262K sold.

Oppenheimer Asset Management first reported a position in JEF in Q1 2017 and held it in 9 quarters. The position peaked at $262K in Q1 2025. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Oppenheimer Asset Management reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Oppenheimer Asset Management sold 4,884 Jefferies Financial Group shares in Q2 2025, an estimated $262K.
Oppenheimer Asset Management first reported a position in Jefferies Financial Group in Q1 2017 and held it in 9 quarters.
Oppenheimer Asset Management's Jefferies Financial Group position peaked at $262K in Q1 2025.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Oppenheimer Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.