QRG Capital Management’s Jefferies Financial Group JEF Stock Holding History

QRG Capital 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 Q4	–	Sell	-3,247	Closed	-$212K	–	1095
2025 Q3	$212K	Sell	3,247 -20,732	-86%	-$1.26M	﹤0.01%	990
2025 Q2	$1.31M	Buy	23,979 +881	+4%	+$43.6K	0.01%	546
2025 Q1	$1.24M	Sell	23,098 -1,726	-7%	-$117K	0.01%	544
2024 Q4	$1.95M	Buy	24,824 +334	+1%	+$24K	0.02%	457
2024 Q3	$1.51M	Sell	24,490 -1,846	-7%	-$105K	0.02%	502
2024 Q2	$1.31M	Sell	26,336 -892	-3%	-$40K	0.02%	501
2024 Q1	$1.2M	Buy	27,228 +1,451	+6%	+$60.4K	0.02%	513
2023 Q4	$1.04M	Sell	25,777 -27	-0.1%	-$955	0.02%	523
2023 Q3	$945K	Buy	+25,804	New	+$924K	0.02%	503

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

QRG Capital Management's JEF Position: Q4 2025 in Review

QRG Capital Management sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 3,247 shares — an estimated $212K sold.

QRG Capital Management first reported a position in JEF in Q3 2023 and held it in 9 quarters. The position peaked at $1.95M in Q4 2024. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

QRG Capital Management reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
QRG Capital Management sold 3,247 Jefferies Financial Group shares in Q4 2025, an estimated $212K.
QRG Capital Management first reported a position in Jefferies Financial Group in Q3 2023 and held it in 9 quarters.
QRG Capital Management's Jefferies Financial Group position peaked at $1.95M in Q4 2024.
597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on QRG Capital Management's 13F filing for Q4 2025, filed 2 Feb 2026.