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Ramirez Asset Management’s Jefferies Financial Group JEF Stock Holding History

Ramirez Asset 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
2026
Q1 		– Sell
-500
Closed -$31K – 363
2025
Q4 		$31K Buy
+500
New +$28.7K ﹤0.01% 308
2025
Q2 		– Sell
-200
Closed -$10.7K – 362
2025
Q1 		$10.7K Buy
+200
New +$13.6K ﹤0.01% 354

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SMFG
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ramirez Asset Management's JEF Position: Q1 2026 in Review

Ramirez Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 500 shares — an estimated $31K sold.

Ramirez Asset Management first reported a position in JEF in Q1 2025 and held it in 2 quarters. The position peaked at $31K in Q4 2025. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Ramirez Asset Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • Ramirez Asset Management sold 500 Jefferies Financial Group shares in Q1 2026, an estimated $31K.
  • Ramirez Asset Management first reported a position in Jefferies Financial Group in Q1 2025 and held it in 2 quarters.
  • Ramirez Asset Management's Jefferies Financial Group position peaked at $31K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Ramirez Asset Management's 13F filing for Q1 2026, filed 12 May 2026.