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Secure Asset Management’s Jefferies Financial Group JEF Stock Holding History

Secure Asset 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
-20,781
Closed -$1.14M – 325
2025
Q2 		$1.14M Buy
20,781
+7,780
+60% +$385K 0.21% 118
2025
Q1 		$696K Buy
+13,001
New +$882K 0.14% 146

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 $5.27B AUM 2.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return

Secure Asset Management's JEF Position: Q3 2025 in Review

Secure Asset Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 20,781 shares — an estimated $1.14M sold.

Secure Asset Management first reported a position in JEF in Q1 2025 and held it in 2 quarters. The position peaked at $1.14M in Q2 2025. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Secure Asset Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 20,781 Jefferies Financial Group shares in Q3 2025, an estimated $1.14M.
  • Secure Asset Management first reported a position in Jefferies Financial Group in Q1 2025 and held it in 2 quarters.
  • Secure Asset Management's Jefferies Financial Group position peaked at $1.14M in Q2 2025.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.