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Redwood Investment Management’s Jefferies Financial Group JEF Stock Holding History

Redwood Investment 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
Q3 		– Sell
-24,782
Closed -$1.35M – 310
2025
Q2 		$1.35M Sell
24,782
-10
-0% -$495 0.14% 211
2025
Q1 		$1.33M Buy
24,792
+1,445
+6% +$98.1K 0.14% 156
2024
Q4 		$1.83M Sell
23,347
-59,734
-72% -$4.3M 0.18% 118
2024
Q3 		$5.08M Sell
83,081
-39,015
-32% -$2.21M 0.45% 32
2024
Q2 		$6.53M Sell
122,096
-34,627
-22% -$1.55M 0.56% 36
2024
Q1 		$6.91M Buy
156,723
+42,323
+37% +$1.76M 0.66% 36
2023
Q4 		$4.62M Buy
+114,400
New +$4.05M 0.42% 52
2023
Q2 		– Sell
-49,071
Closed -$1.56M – 254
2023
Q1 		$1.56M Buy
49,071
+3,760
+8% +$136K 0.17% 182
2022
Q4 		$1.49M Buy
45,311
+166
+0.4% +$5.52K 0.2% 159
2022
Q3 		$1.27M Sell
45,145
-1,344
-3% -$40.7K 0.27% 70
2022
Q2 		$1.23M Buy
+46,489
New +$1.37M 0.21% 120
2021
Q4 		– Sell
-130,896
Closed -$4.65M – 277
2021
Q3 		$4.65M Sell
130,896
-16,098
-11% -$539K 0.66% 34
2021
Q2 		$4.81M Buy
146,994
+16,184
+12% +$494K 0.79% 21
2021
Q1 		$3.74M Buy
+130,810
New +$3.57M 0.71% 32

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Redwood Investment Management's JEF Position: Q3 2025 in Review

Redwood Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 24,782 shares — an estimated $1.35M sold.

Redwood Investment Management first reported a position in JEF in Q1 2021 and held it in 14 quarters. The position peaked at $6.91M in Q1 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Redwood Investment Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Redwood Investment Management sold 24,782 Jefferies Financial Group shares in Q3 2025, an estimated $1.35M.
  • Redwood Investment Management first reported a position in Jefferies Financial Group in Q1 2021 and held it in 14 quarters.
  • Redwood Investment Management's Jefferies Financial Group position peaked at $6.91M in Q1 2024.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Redwood Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.