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Redmont Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Redmont Wealth Advisors’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 		$919K Buy
14,832
+333
+2% +$19.1K 1.39% 17
2025
Q3 		$949K Sell
14,499
-742
-5% -$45.3K 1.32% 21
2025
Q2 		$834K Buy
15,241
+5,342
+54% +$264K 1.22% 21
2025
Q1 		$530K Sell
9,899
-3,930
-28% -$267K 1.03% 18
2024
Q4 		$1.08M Sell
13,829
-1,401
-9% -$101K 1.87% 9
2024
Q3 		$937K Sell
15,230
-3,899
-20% -$221K 1.45% 13
2024
Q2 		$952K Sell
19,129
-4,374
-19% -$196K 1.5% 12
2024
Q1 		$1.04M Sell
23,503
-191
-0.8% -$7.96K 1.44% 15
2023
Q4 		$957K Buy
23,694
+321
+1% +$11.4K 1.39% 16
2023
Q3 		$856K Sell
23,373
-2,781
-11% -$99.6K 1.5% 15
2023
Q2 		$868K Buy
26,154
+2,049
+9% +$64K 1.49% 12
2023
Q1 		$765K Buy
24,105
+713
+3% +$25.8K 1.54% 11
2022
Q4 		$767K Buy
23,392
+5,125
+28% +$170K 0.9% 23
2022
Q3 		$515K Buy
18,267
+9,414
+106% +$285K 0.67% 33
2022
Q2 		$234K Buy
8,853
+1,904
+27% +$56.3K 0.28% 88
2022
Q1 		$218K Buy
+6,949
New +$236K 0.23% 102

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.27B AUM 2.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 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 $287B AUM 42.33% 1-Year Est. Return

Redmont Wealth Advisors's JEF Position: Q4 2025 in Review

Redmont Wealth Advisors increased its Jefferies Financial Group (JEF) stake by 2.3% in Q4 2025, buying an estimated $19.1K and bringing the position to 14,832 shares worth $919K. The position accounts for 1.39% of the portfolio, ranked #17.

Redmont Wealth Advisors first reported a position in JEF in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q4 2024. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Redmont Wealth Advisors held 14,832 shares of Jefferies Financial Group worth $919K as of Q4 2025.
  • Redmont Wealth Advisors bought 333 Jefferies Financial Group shares in Q4 2025, an estimated $19.1K.
  • Jefferies Financial Group made up 1.39% of Redmont Wealth Advisors's portfolio in Q4 2025, its #17 holding.
  • Redmont Wealth Advisors first reported a position in Jefferies Financial Group in Q1 2022 and has held it in 16 quarters since.
  • Redmont Wealth Advisors's Jefferies Financial Group position peaked at $1.08M in Q4 2024.
  • 597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.