Roberts Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Roberts Capital 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 Q3	–	Sell	-12,594	Closed	-$689K	–	81
2025 Q2	$689K	Hold	12,594	–	–	0.51%	61
2025 Q1	$675K	Hold	12,594	–	–	0.59%	49
2024 Q4	$987K	Hold	12,594	–	–	0.83%	31
2024 Q3	$775K	Hold	12,594	–	–	0.66%	45
2024 Q2	$555K	Hold	12,594	–	–	0.53%	56
2024 Q1	$555K	Buy	+12,594	New	+$525K	0.53%	56
2022 Q3	$398K	Hold	14,121	–	–	0.58%	54
2022 Q2	$373K	Hold	14,121	–	–	0.51%	68
2022 Q1	$443K	Hold	14,121	–	–	0.46%	77
2021 Q4	$524K	Buy	+14,121	New	+$544K	0.49%	80

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roberts Capital Advisors's JEF Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 12,594 shares — an estimated $689K sold.

Roberts Capital Advisors first reported a position in JEF in Q4 2021 and held it in 10 quarters. The position peaked at $987K in Q4 2024. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

Roberts Capital Advisors reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
Roberts Capital Advisors sold 12,594 Jefferies Financial Group shares in Q3 2025, an estimated $689K.
Roberts Capital Advisors first reported a position in Jefferies Financial Group in Q4 2021 and held it in 10 quarters.
Roberts Capital Advisors's Jefferies Financial Group position peaked at $987K in Q4 2024.
568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.