ORG Partners’s Jefferies Financial Group JEF Stock Holding History

ORG 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	$2.17K	Hold	35	–	–	﹤0.01%	1433
2025 Q3	$2.29K	Hold	35	–	–	﹤0.01%	1290
2025 Q2	$1.94K	Sell	35 -300	-90%	-$14.9K	﹤0.01%	1241
2025 Q1	$17.9K	Buy	335 +300	+857%	+$20.4K	﹤0.01%	713
2024 Q4	$2.74K	Hold	35	–	–	﹤0.01%	1060
2024 Q3	$2.15K	Hold	35	–	–	﹤0.01%	952
2024 Q2	$1.75K	Buy	+35	New	+$1.57K	﹤0.01%	1519
2024 Q1	–	Sell	-70	Closed	-$2.83K	–	817
2023 Q4	$2.83K	Buy	70 +35	+100%	+$1.24K	﹤0.01%	918
2023 Q3	$1.28K	Hold	35	–	–	﹤0.01%	1127
2023 Q2	$1.18K	Buy	+35	New	+$1.09K	﹤0.01%	1227

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

ORG Partners's JEF Position: Q4 2025 in Review

ORG Partners held its Jefferies Financial Group (JEF) position steady in Q4 2025 at 35 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

ORG Partners first reported a position in JEF in Q2 2023 and has held it in 10 quarters since. The position peaked at $17.9K in Q1 2025. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

ORG Partners held 35 shares of Jefferies Financial Group worth $2.17K as of Q4 2025.
ORG Partners left its Jefferies Financial Group share count unchanged in Q4 2025.
Jefferies Financial Group made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1433 holding.
ORG Partners first reported a position in Jefferies Financial Group in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Jefferies Financial Group position peaked at $17.9K in Q1 2025.
594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.