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Richard Bernstein Advisors’s Jefferies Financial Group JEF Stock Holding History

Richard Bernstein 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
Q2 		– Sell
-46,051
Closed -$2.47M – 228
2025
Q1 		$2.47M Buy
+46,051
New +$3.13M 0.06% 179

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richard Bernstein Advisors's JEF Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 46,051 shares — an estimated $2.47M sold.

Richard Bernstein Advisors first reported a position in JEF in Q1 2025 and held it in 1 quarter. The position peaked at $2.47M in Q1 2025. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 46,051 Jefferies Financial Group shares in Q2 2025, an estimated $2.47M.
  • Richard Bernstein Advisors first reported a position in Jefferies Financial Group in Q1 2025 and held it in 1 quarter.
  • Richard Bernstein Advisors's Jefferies Financial Group position peaked at $2.47M in Q1 2025.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.