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Ridgewood Investments’s Jefferies Financial Group JEF Stock Holding History

Ridgewood Investments’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
-1,900
Closed -$104K – 450
2025
Q2 		$104K Sell
1,900
-300
-14% -$14.9K 0.04% 251
2025
Q1 		$118K Hold
2,200
– – 0.06% 229
2024
Q4 		$172K Hold
2,200
– – 0.08% 185
2024
Q3 		$135K Hold
2,200
– – 0.07% 210
2024
Q2 		$109K Buy
+2,200
New +$98.7K 0.05% 237
2023
Q3 		– Sell
-2,200
Closed -$73K – 481
2023
Q2 		$73K Hold
2,200
– – 0.04% 276
2023
Q1 		$69.8K Buy
+2,200
New +$79.5K 0.04% 291

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Ridgewood Investments's JEF Position: Q3 2025 in Review

Ridgewood Investments sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 1,900 shares — an estimated $104K sold.

Ridgewood Investments first reported a position in JEF in Q1 2023 and held it in 7 quarters. The position peaked at $172K in Q4 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Ridgewood Investments reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,900 Jefferies Financial Group shares in Q3 2025, an estimated $104K.
  • Ridgewood Investments first reported a position in Jefferies Financial Group in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Jefferies Financial Group position peaked at $172K in Q4 2024.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.