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PineBridge Investments’s Jefferies Financial Group JEF Stock Holding History

PineBridge 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
-13,928
Closed -$746K – 655
2025
Q1 		$746K Sell
13,928
-31,031
-69% -$2.11M 0.01% 573
2024
Q4 		$3.52M Buy
44,959
+13,449
+43% +$967K 0.03% 382
2024
Q3 		$1.94M Buy
+31,510
New +$1.79M 0.01% 484
2022
Q1 		– Sell
-2,019
Closed -$75K – 777
2021
Q4 		$75K Sell
2,019
-25,588
-93% -$985K ﹤0.01% 662
2021
Q3 		$980K Sell
27,607
-23,575
-46% -$789K 0.01% 473
2021
Q2 		$1.67M Buy
51,182
+2,271
+5% +$69.3K 0.02% 458
2021
Q1 		$1.41M Buy
48,911
+48,839
+67,832% +$1.33M 0.02% 493
2020
Q4 		$2K Buy
+72
New +$1.51K ﹤0.01% 648
2019
Q4 		– Sell
-51,127
Closed -$899K – 1116
2019
Q3 		$899K Buy
+51,127
New +$910K 0.01% 790
2018
Q3 		– Sell
-93,066
Closed -$1.9M – 1133
2018
Q2 		$1.9M Sell
93,066
-244,520
-72% -$5.12M 0.05% 394
2018
Q1 		$6.87M Sell
337,586
-477,570
-59% -$10.8M 0.16% 146
2017
Q4 		$19.3M Sell
815,156
-58,824
-7% -$1.36M 0.5% 42
2017
Q3 		$19.8M Buy
873,980
+268,472
+44% +$6.02M 0.47% 54
2017
Q2 		$14.2M Buy
605,508
+86,667
+17% +$1.97M 0.37% 80
2017
Q1 		$12.1M Buy
518,841
+50,040
+11% +$1.12M 0.32% 87
2016
Q4 		$9.76M Buy
468,801
+400,307
+584% +$7.48M 0.29% 104
2016
Q3 		$1.17M Buy
68,494
+19
+0% +$315 0.05% 217
2016
Q2 		$1.06M Buy
68,475
+4,703
+7% +$71.8K 0.05% 211
2016
Q1 		$923K Buy
63,772
+10,054
+19% +$141K 0.05% 237
2015
Q4 		$836K Buy
53,718
+35,147
+189% +$588K 0.04% 255
2015
Q3 		$337K Sell
18,571
-307
-2% -$6.17K 0.01% 374
2015
Q2 		$410K Buy
+18,878
New +$403K 0.02% 337

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 $3.38T AUM 44.17% 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

PineBridge Investments's JEF Position: Q2 2025 in Review

PineBridge Investments sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 13,928 shares — an estimated $746K sold.

PineBridge Investments first reported a position in JEF in Q2 2015 and held it in 22 quarters. The position peaked at $19.8M in Q3 2017. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • PineBridge Investments reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • PineBridge Investments sold 13,928 Jefferies Financial Group shares in Q2 2025, an estimated $746K.
  • PineBridge Investments first reported a position in Jefferies Financial Group in Q2 2015 and held it in 22 quarters.
  • PineBridge Investments's Jefferies Financial Group position peaked at $19.8M in Q3 2017.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on PineBridge Investments's 13F filing for Q2 2025, filed 13 Aug 2025.