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Stephens Inc’s Jefferies Financial Group JEF Stock Holding History

Stephens Inc’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
Q4 		– Sell
-3,777
Closed -$247K – 1342
2025
Q3 		$247K Sell
3,777
-576
-13% -$35.1K ﹤0.01% 1132
2025
Q2 		$238K Sell
4,353
-479
-10% -$23.7K ﹤0.01% 1106
2025
Q1 		$259K Sell
4,832
-4,248
-47% -$288K ﹤0.01% 1051
2024
Q4 		$712K Buy
9,080
+2,471
+37% +$178K 0.01% 703
2024
Q3 		$407K Buy
+6,609
New +$375K 0.01% 907
2022
Q1 		– Sell
-11,633
Closed -$431K – 1360
2021
Q4 		$431K Sell
11,633
-29,340
-72% -$1.13M 0.01% 901
2021
Q3 		$1.45M Buy
40,973
+374
+0.9% +$12.5K 0.02% 536
2021
Q2 		$1.33M Buy
40,599
+548
+1% +$16.7K 0.02% 577
2021
Q1 		$1.15M Buy
+40,051
New +$1.09M 0.02% 584

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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stephens Inc's JEF Position: Q4 2025 in Review

Stephens Inc sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 3,777 shares — an estimated $247K sold.

Stephens Inc first reported a position in JEF in Q1 2021 and held it in 9 quarters. The position peaked at $1.45M in Q3 2021. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Stephens Inc reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 3,777 Jefferies Financial Group shares in Q4 2025, an estimated $247K.
  • Stephens Inc first reported a position in Jefferies Financial Group in Q1 2021 and held it in 9 quarters.
  • Stephens Inc's Jefferies Financial Group position peaked at $1.45M in Q3 2021.
  • 597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.