Pinnacle Financial Partners (Tennessee)’s Jefferies Financial Group JEF Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	-4,450	Closed	-$238K	–	528
2025 Q1	$238K	Buy	4,450 +125	+3%	+$8.48K	﹤0.01%	418
2024 Q4	$339K	Hold	4,325	–	–	0.01%	366
2024 Q3	$266K	Hold	4,325	–	–	0.01%	394
2024 Q2	$215K	Buy	+4,325	New	+$194K	﹤0.01%	418
2022 Q1	–	Sell	-8,007	Closed	-$297K	–	462
2021 Q4	$297K	Hold	8,007	–	–	0.01%	342
2021 Q3	$284K	Buy	+8,007	New	+$268K	0.01%	328

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s JEF Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 4,450 shares — an estimated $238K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in JEF in Q3 2021 and held it in 6 quarters. The position peaked at $339K in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 4,450 Jefferies Financial Group shares in Q2 2025, an estimated $238K.
Pinnacle Financial Partners (Tennessee) first reported a position in Jefferies Financial Group in Q3 2021 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s Jefferies Financial Group position peaked at $339K in Q4 2024.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.