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Smallwood Wealth Investment Management’s Jefferies Financial Group JEF Stock Holding History

Smallwood Wealth Investment 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
-19
Closed -$1.04K – 557
2025
Q2 		$1.04K Buy
+19
New +$941 ﹤0.01% 453

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

Smallwood Wealth Investment Management's JEF Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 19 shares — an estimated $1.04K sold.

Smallwood Wealth Investment Management first reported a position in JEF in Q2 2025 and held it in 1 quarter. The position peaked at $1.04K in Q2 2025. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 19 Jefferies Financial Group shares in Q3 2025, an estimated $1.04K.
  • Smallwood Wealth Investment Management first reported a position in Jefferies Financial Group in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Jefferies Financial Group position peaked at $1.04K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.