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Principal Securities’s Jefferies Financial Group JEF Stock Holding History

Principal Securities’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
Q4 		– Sell
-838
Closed -$54.8K – 2485
2025
Q3 		$54.8K Buy
838
+314
+60% +$19.1K ﹤0.01% 1906
2025
Q2 		$28.6K Sell
524
-51
-9% -$2.52K ﹤0.01% 2154
2025
Q1 		$45.1K Hold
575
– – ﹤0.01% 1796
2024
Q4 		$45.1K Buy
575
+355
+161% +$25.5K ﹤0.01% 1795
2024
Q3 		$13.5K Buy
220
+40
+22% +$2.27K ﹤0.01% 2296
2024
Q2 		$8.96K Buy
180
+117
+186% +$5.25K ﹤0.01% 2448
2024
Q1 		$2.78K Buy
63
+20
+47% +$833 ﹤0.01% 2778
2023
Q4 		$1.74K Buy
+43
New +$1.52K ﹤0.01% 2845

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Principal Securities's JEF Position: Q4 2025 in Review

Principal Securities sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 838 shares — an estimated $54.8K sold.

Principal Securities first reported a position in JEF in Q4 2023 and held it in 8 quarters. The position peaked at $54.8K in Q3 2025. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Principal Securities reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 838 Jefferies Financial Group shares in Q4 2025, an estimated $54.8K.
  • Principal Securities first reported a position in Jefferies Financial Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Jefferies Financial Group position peaked at $54.8K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.