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Pineridge Advisors’s Jefferies Financial Group JEF Stock Holding History

Pineridge Advisors’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
Q3 		– Sell
-250
Closed -$13.7K – 519
2025
Q2 		$13.7K Buy
250
+29
+13% +$1.44K 0.01% 192
2025
Q1 		$11.9K Buy
221
+1
+0.5% +$68 ﹤0.01% 215
2024
Q4 		$17.2K Buy
220
+1
+0.5% +$72 0.01% 238
2024
Q3 		$13.5K Buy
219
+1
+0.5% +$57 0.01% 252
2024
Q2 		$10.8K Buy
218
+2
+0.9% +$90 ﹤0.01% 277
2024
Q1 		$9.54K Buy
216
+1
+0.5% +$42 ﹤0.01% 306
2023
Q4 		$8.68K Buy
+215
New +$7.61K ﹤0.01% 407

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
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
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pineridge Advisors's JEF Position: Q3 2025 in Review

Pineridge Advisors sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 250 shares — an estimated $13.7K sold.

Pineridge Advisors first reported a position in JEF in Q4 2023 and held it in 7 quarters. The position peaked at $17.2K in Q4 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Pineridge Advisors reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 250 Jefferies Financial Group shares in Q3 2025, an estimated $13.7K.
  • Pineridge Advisors first reported a position in Jefferies Financial Group in Q4 2023 and held it in 7 quarters.
  • Pineridge Advisors's Jefferies Financial Group position peaked at $17.2K in Q4 2024.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.