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Plato Investment Management’s Jefferies Financial Group JEF Stock Holding History

Plato Investment Management’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
-1,034
Closed -$56K – 544
2025
Q1 		$56K Sell
1,034
-8,975
-90% -$609K ﹤0.01% 450
2024
Q4 		$788K Buy
+10,009
New +$720K 0.06% 286

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's JEF Position: Q2 2025 in Review

Plato Investment Management sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 1,034 shares — an estimated $56K sold.

Plato Investment Management first reported a position in JEF in Q4 2024 and held it in 2 quarters. The position peaked at $788K in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Plato Investment Management reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Plato Investment Management sold 1,034 Jefferies Financial Group shares in Q2 2025, an estimated $56K.
  • Plato Investment Management first reported a position in Jefferies Financial Group in Q4 2024 and held it in 2 quarters.
  • Plato Investment Management's Jefferies Financial Group position peaked at $788K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.