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PGGM Investments’s Jefferies Financial Group JEF Stock Holding History

PGGM Investments’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
-48,676
Closed -$2.61M – 216
2025
Q1 		$2.61M Hold
48,676
– – 0.04% 255
2024
Q4 		$3.82M Buy
48,676
+2,765
+6% +$199K 0.05% 216
2024
Q3 		$2.83M Sell
45,911
-27,482
-37% -$1.56M 0.04% 240
2024
Q2 		$3.65M Buy
73,393
+7,519
+11% +$337K 0.05% 210
2024
Q1 		$2.9M Buy
65,874
+19,430
+42% +$809K 0.04% 241
2023
Q4 		$1.88M Buy
46,444
+1,462
+3% +$51.7K 0.03% 268
2023
Q3 		$1.65M Sell
44,982
-1,973
-4% -$70.7K 0.03% 275
2023
Q2 		$1.56M Sell
46,955
-5,293
-10% -$165K 0.03% 291
2023
Q1 		$1.66M Buy
52,248
+571
+1% +$20.6K 0.03% 319
2022
Q4 		$1.69M Buy
51,677
+51
+0.1% +$1.7K 0.03% 305
2022
Q3 		$1.46M Buy
+51,626
New +$1.56M 0.03% 318
2022
Q1 		$25.6M Hold
689,661
– – 0.13% 165
2021
Q4 		$25.6M Sell
689,661
-58,374
-8% -$2.25M 0.13% 165
2021
Q3 		$26.6M Sell
748,035
-150,814
-17% -$5.05M 0.14% 177
2021
Q2 		$29.4M Sell
898,849
-4,116
-0.5% -$126K 0.12% 176
2021
Q1 		$26M Sell
902,965
-122,436
-12% -$3.34M 0.11% 189
2020
Q4 		$24.1M Sell
1,025,401
-13,440
-1% -$282K 0.11% 197
2020
Q3 		$17.9M Hold
1,038,841
– – 0.09% 198
2020
Q2 		$15.4M Buy
1,038,841
+69,052
+7% +$925K 0.09% 208
2020
Q1 		$12.7M Buy
+969,789
New +$18.5M 0.09% 199
2018
Q2 		– Sell
-332,467
Closed -$6.76M – 280
2018
Q1 		$6.76M Sell
332,467
-332,448
-50% -$7.53M 0.04% 263
2017
Q4 		$15.8M Sell
664,915
-219,740
-25% -$5.07M 0.09% 247
2017
Q3 		$20M Buy
+884,655
New +$19.8M 0.1% 246
2014
Q1 		– Sell
-251,835
Closed -$6.39M – 388
2013
Q4 		$6.39M Sell
251,835
-3,514
-1% -$88.9K 0.04% 292
2013
Q3 		$6.23M Buy
255,349
+12,836
+5% +$307K 0.04% 284
2013
Q2 		$5.69M Buy
+242,513
New +$6.37M 0.03% 286

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.27B AUM 2.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PGGM Investments's JEF Position: Q2 2025 in Review

PGGM Investments sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 48,676 shares — an estimated $2.61M sold.

PGGM Investments first reported a position in JEF in Q2 2013 and held it in 26 quarters. The position peaked at $29.4M in Q2 2021. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • PGGM Investments reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • PGGM Investments sold 48,676 Jefferies Financial Group shares in Q2 2025, an estimated $2.61M.
  • PGGM Investments first reported a position in Jefferies Financial Group in Q2 2013 and held it in 26 quarters.
  • PGGM Investments's Jefferies Financial Group position peaked at $29.4M in Q2 2021.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.