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Pitcairn’s Jefferies Financial Group JEF Stock Holding History

Pitcairn’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
-3,948
Closed -$216K – 674
2025
Q2 		$216K Sell
3,948
-732
-16% -$36.2K 0.01% 657
2025
Q1 		$251K Buy
4,680
+184
+4% +$12.5K 0.02% 635
2024
Q4 		$352K Sell
4,496
-327
-7% -$23.5K 0.02% 535
2024
Q3 		$297K Sell
4,823
-611
-11% -$34.7K 0.02% 592
2024
Q2 		$270K Buy
5,434
+386
+8% +$17.3K 0.02% 617
2024
Q1 		$223K Sell
5,048
-121
-2% -$5.04K 0.01% 667
2023
Q4 		$209K Buy
+5,169
New +$183K 0.02% 636
2022
Q2 		– Sell
-12,994
Closed -$408K – 600
2022
Q1 		$408K Sell
12,994
-4,445
-25% -$151K 0.04% 418
2021
Q4 		$647K Sell
17,439
-180
-1% -$6.93K 0.04% 302
2021
Q3 		$625K Sell
17,619
-473
-3% -$15.8K 0.04% 286
2021
Q2 		$591K Sell
18,092
-378
-2% -$11.5K 0.04% 291
2021
Q1 		$532K Buy
18,470
+375
+2% +$10.2K 0.04% 307
2020
Q4 		$425K Sell
18,095
-727
-4% -$15.3K 0.03% 331
2020
Q3 		$324K Buy
+18,822
New +$308K 0.03% 344
2018
Q2 		– Sell
-9,904
Closed -$201K – 549
2018
Q1 		$201K Sell
9,904
-2,301
-19% -$52.1K 0.02% 507
2017
Q4 		$289K Buy
+12,205
New +$281K 0.03% 395

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

Pitcairn's JEF Position: Q3 2025 in Review

Pitcairn sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 3,948 shares — an estimated $216K sold.

Pitcairn first reported a position in JEF in Q4 2017 and held it in 16 quarters. The position peaked at $647K in Q4 2021. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Pitcairn reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Pitcairn sold 3,948 Jefferies Financial Group shares in Q3 2025, an estimated $216K.
  • Pitcairn first reported a position in Jefferies Financial Group in Q4 2017 and held it in 16 quarters.
  • Pitcairn's Jefferies Financial Group position peaked at $647K in Q4 2021.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Pitcairn's 13F filing for Q3 2025, filed 12 Nov 2025.