Permanens Capital’s Jefferies Financial Group JEF Stock Holding History

Permanens 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 Q2	–	Sell	-7,580	Closed	-$406K	–	72
2025 Q1	$406K	Buy	+7,580	New	+$514K	0.07%	50
2024 Q2	–	Sell	-7,580	Closed	-$334K	–	28
2024 Q1	$334K	Hold	7,580	–	–	0.04%	25
2023 Q4	$306K	Buy	+7,580	New	+$268K	0.06%	25
2023 Q3	–	Sell	-7,580	Closed	-$251K	–	44
2023 Q2	$251K	Buy	+7,580	New	+$237K	0.06%	28
2019 Q4	–	Sell	-10,460	Closed	-$184K	–	136
2019 Q3	$184K	Sell	10,460 -711	-6%	-$12.7K	0.05%	32
2019 Q2	$192K	Hold	11,171	–	–	0.05%	32
2019 Q1	$188K	Hold	11,171	–	–	0.06%	28
2018 Q4	$174K	Buy	+11,171	New	+$205K	0.07%	21
2016 Q4	–	Sell	-56,921	Closed	-$970K	–	13
2016 Q3	$970K	Buy	56,921 +1,341	+2%	+$22.2K	0.47%	9
2016 Q2	$862K	Buy	55,580 +22,925	+70%	+$350K	0.52%	9
2016 Q1	$473K	Buy	32,655 +11,723	+56%	+$165K	0.24%	10
2015 Q4	$326K	Hold	20,932	–	–	0.14%	9
2015 Q3	$380K	Hold	20,932	–	–	0.23%	7
2015 Q2	$455K	Sell	20,932 -2,234	-10%	-$47.7K	0.4%	5
2015 Q1	$462K	Hold	23,166	–	–	0.46%	6
2014 Q4	$465K	Hold	23,166	–	–	0.48%	7
2014 Q3	$494K	Buy	+23,166	New	+$522K	0.7%	10

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

Permanens Capital's JEF Position: Q2 2025 in Review

Permanens Capital sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 7,580 shares — an estimated $406K sold.

Permanens Capital first reported a position in JEF in Q3 2014 and held it in 17 quarters. The position peaked at $970K in Q3 2016. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Permanens Capital reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Permanens Capital sold 7,580 Jefferies Financial Group shares in Q2 2025, an estimated $406K.
Permanens Capital first reported a position in Jefferies Financial Group in Q3 2014 and held it in 17 quarters.
Permanens Capital's Jefferies Financial Group position peaked at $970K in Q3 2016.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Permanens Capital's 13F filing for Q2 2025, filed 14 Aug 2025.