PWP
JEF icon

Phillips Wealth Planners’s Jefferies Financial Group JEF Stock Holding History

Phillips Wealth Planners’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
Q1 		– Sell
-3,284
Closed -$235K – 186
2024
Q4 		$235K Sell
3,284
-7
-0.2% -$504 0.23% 152
2024
Q3 		$219K Buy
+3,291
New +$187K 0.21% 173

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Phillips Wealth Planners's JEF Position: Q1 2025 in Review

Phillips Wealth Planners sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 3,284 shares — an estimated $235K sold.

Phillips Wealth Planners first reported a position in JEF in Q3 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Phillips Wealth Planners reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 3,284 Jefferies Financial Group shares in Q1 2025, an estimated $235K.
  • Phillips Wealth Planners first reported a position in Jefferies Financial Group in Q3 2024 and held it in 2 quarters.
  • Phillips Wealth Planners's Jefferies Financial Group position peaked at $235K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Phillips Wealth Planners's 13F filing for Q1 2025, filed 23 Apr 2025.