SVB Wealth’s Jefferies Financial Group JEF Stock Holding History

SVB 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	-255	Closed	-$13.7K	–	1066
2025 Q1	$13.7K	Buy	+255	New	+$17.3K	﹤0.01%	821

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

SVB Wealth's JEF Position: Q2 2025 in Review

SVB Wealth sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 255 shares — an estimated $13.7K sold.

SVB Wealth first reported a position in JEF in Q1 2025 and held it in 1 quarter. The position peaked at $13.7K in Q1 2025. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

SVB Wealth reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 255 Jefferies Financial Group shares in Q2 2025, an estimated $13.7K.
SVB Wealth first reported a position in Jefferies Financial Group in Q1 2025 and held it in 1 quarter.
SVB Wealth's Jefferies Financial Group position peaked at $13.7K in Q1 2025.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.