Prospera Financial Services’s Jefferies Financial Group JEF Stock Holding History

Prospera Financial Services’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	-3,771	Closed	-$247K	–	1400
2025 Q3	$247K	Sell	3,771 -246	-6%	-$15K	﹤0.01%	1218
2025 Q2	$220K	Sell	4,017 -246	-6%	-$12.2K	﹤0.01%	1228
2025 Q1	$229K	Buy	4,263 +1,600	+60%	+$109K	0.01%	1082
2024 Q4	$209K	Buy	+2,663	New	+$192K	﹤0.01%	1073
2023 Q2	–	Sell	-26,200	Closed	-$832K	–	1048
2023 Q1	$832K	Buy	+26,200	New	+$947K	0.03%	477
2022 Q3	–	Sell	-10,003	Closed	-$264K	–	1232
2022 Q2	$264K	Sell	10,003 -246	-2%	-$7.27K	0.01%	660
2022 Q1	$322K	Buy	10,249 +3,798	+59%	+$129K	0.01%	725
2021 Q4	$239K	Buy	+6,451	New	+$248K	0.01%	780
2020 Q4	–	Sell	-183	Closed	-$3K	–	1122
2020 Q3	$3K	Buy	+183	New	+$2.99K	﹤0.01%	1389

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Prospera Financial Services's JEF Position: Q4 2025 in Review

Prospera Financial Services sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 3,771 shares — an estimated $247K sold.

Prospera Financial Services first reported a position in JEF in Q3 2020 and held it in 9 quarters. The position peaked at $832K in Q1 2023. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

Prospera Financial Services reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 3,771 Jefferies Financial Group shares in Q4 2025, an estimated $247K.
Prospera Financial Services first reported a position in Jefferies Financial Group in Q3 2020 and held it in 9 quarters.
Prospera Financial Services's Jefferies Financial Group position peaked at $832K in Q1 2023.
597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.