SMART Wealth’s Jefferies Financial Group JEF Stock Holding History

SMART Wealth’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 Q2	–	Sell	-3,779	Closed	-$202K	–	181
2025 Q1	$202K	Buy	+3,779	New	+$257K	0.07%	152

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMART Wealth's JEF Position: Q2 2025 in Review

SMART Wealth sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 3,779 shares — an estimated $202K sold.

SMART Wealth first reported a position in JEF in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

SMART Wealth reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 3,779 Jefferies Financial Group shares in Q2 2025, an estimated $202K.
SMART Wealth first reported a position in Jefferies Financial Group in Q1 2025 and held it in 1 quarter.
SMART Wealth's Jefferies Financial Group position peaked at $202K in Q1 2025.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.