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Philadelphia Financial Management of San Francisco’s Jefferies Financial Group JEF Stock Holding History

Philadelphia Financial Management of San Francisco’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 		– Sell
-181,444
Closed -$11.9M – 75
2025
Q3 		$11.9M Buy
+181,444
New +$11.1M 1.33% 33
2017
Q2 		– Sell
-636,708
Closed -$14.8M – 45
2017
Q1 		$14.8M Buy
+636,708
New +$14.2M 3.36% 16

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 $4.94B AUM 1.39% 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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's JEF Position: Q4 2025 in Review

Philadelphia Financial Management of San Francisco sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 181,444 shares — an estimated $11.9M sold.

Philadelphia Financial Management of San Francisco first reported a position in JEF in Q1 2017 and held it in 2 quarters. The position peaked at $14.8M in Q1 2017. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Philadelphia Financial Management of San Francisco reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 181,444 Jefferies Financial Group shares in Q4 2025, an estimated $11.9M.
  • Philadelphia Financial Management of San Francisco first reported a position in Jefferies Financial Group in Q1 2017 and held it in 2 quarters.
  • Philadelphia Financial Management of San Francisco's Jefferies Financial Group position peaked at $14.8M in Q1 2017.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2025, filed 17 Feb 2026.