PTC
JEF icon

Petrus Trust Company’s Jefferies Financial Group JEF Stock Holding History

Petrus Trust Company’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
2024
Q4 		– Sell
-8,410
Closed -$518K – 667
2024
Q3 		$518K Buy
8,410
+68
+0.8% +$3.86K 0.05% 204
2024
Q2 		$415K Buy
+8,342
New +$374K 0.04% 301
2024
Q1 		– Sell
-8,170
Closed -$330K – 721
2023
Q4 		$330K Buy
+8,170
New +$289K 0.03% 394
2020
Q4 		– Sell
-11,033
Closed -$190K – 155
2020
Q3 		$190K Buy
+11,033
New +$181K 0.02% 210

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Petrus Trust Company's JEF Position: Q4 2024 in Review

Petrus Trust Company sold out of Jefferies Financial Group (JEF) in Q4 2024, closing a stake of 8,410 shares — an estimated $518K sold.

Petrus Trust Company first reported a position in JEF in Q3 2020 and held it in 4 quarters. The position peaked at $518K in Q3 2024. 583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • Petrus Trust Company reported no remaining Jefferies Financial Group position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 8,410 Jefferies Financial Group shares in Q4 2024, an estimated $518K.
  • Petrus Trust Company first reported a position in Jefferies Financial Group in Q3 2020 and held it in 4 quarters.
  • Petrus Trust Company's Jefferies Financial Group position peaked at $518K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.