Rise Advisors’s Jefferies Financial Group JEF Stock Holding History

Rise 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	–	Sell	-365	Closed	-$23.9K	–	778
2025 Q3	$23.9K	Buy	365 +2	+0.6%	+$122	0.01%	473
2025 Q2	$19.8K	Buy	363 +3	+0.8%	+$149	0.01%	546
2025 Q1	$19.3K	Sell	360 -88	-20%	-$5.97K	0.01%	513
2024 Q4	$35.1K	Buy	448 +2	+0.4%	+$144	0.02%	327
2024 Q3	$27.5K	Buy	446 +3	+0.7%	+$170	0.01%	459
2024 Q2	$22.1K	Buy	443 +2	+0.5%	+$90	0.01%	569
2024 Q1	$19.4K	Buy	+441	New	+$18.4K	0.01%	669

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rise Advisors's JEF Position: Q4 2025 in Review

Rise Advisors sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 365 shares — an estimated $23.9K sold.

Rise Advisors first reported a position in JEF in Q1 2024 and held it in 7 quarters. The position peaked at $35.1K in Q4 2024. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

Rise Advisors reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 365 Jefferies Financial Group shares in Q4 2025, an estimated $23.9K.
Rise Advisors first reported a position in Jefferies Financial Group in Q1 2024 and held it in 7 quarters.
Rise Advisors's Jefferies Financial Group position peaked at $35.1K in Q4 2024.
594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.