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Sierra Ocean’s Jefferies Financial Group JEF Stock Holding History

Sierra Ocean’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
-1,598
Closed -$87.4K – 506
2025
Q2 		$87.4K Sell
1,598
-250
-14% -$12.4K 0.06% 118
2025
Q1 		$99K Buy
1,848
+1,648
+824% +$112K 0.08% 99
2024
Q4 		$15.7K Buy
+200
New +$14.4K 0.01% 334

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

Sierra Ocean's JEF Position: Q3 2025 in Review

Sierra Ocean sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 1,598 shares — an estimated $87.4K sold.

Sierra Ocean first reported a position in JEF in Q4 2024 and held it in 3 quarters. The position peaked at $99K in Q1 2025. 570 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Sierra Ocean reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,598 Jefferies Financial Group shares in Q3 2025, an estimated $87.4K.
  • Sierra Ocean first reported a position in Jefferies Financial Group in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Jefferies Financial Group position peaked at $99K in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.