Tortoise Investment Management’s Jefferies Financial Group JEF Stock Holding History

Tortoise 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 Q4	–	Sell	-7	Closed	-$458	–	845
2025 Q3	$458	Buy	7 +3	+75%	+$183	﹤0.01%	1191
2025 Q2	$219	Buy	+4	New	+$198	﹤0.01%	1204
2016 Q1	–	Sell	-670	Closed	-$10K	–	418
2015 Q4	$10K	Hold	670	–	–	﹤0.01%	312
2015 Q3	$12K	Hold	670	–	–	﹤0.01%	282
2015 Q2	$15K	Hold	670	–	–	0.01%	286
2015 Q1	$13K	Hold	670	–	–	0.01%	279
2014 Q4	$13K	Hold	670	–	–	0.01%	305
2014 Q3	$14K	Hold	670	–	–	0.01%	281
2014 Q2	$16K	Hold	670	–	–	0.01%	289
2014 Q1	$17K	Hold	670	–	–	0.01%	240
2013 Q4	$17K	Hold	670	–	–	0.01%	227
2013 Q3	$16K	Hold	670	–	–	0.01%	212
2013 Q2	$16K	Buy	+670	New	+$17.6K	0.01%	201

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tortoise Investment Management's JEF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 7 shares — an estimated $458 sold.

Tortoise Investment Management first reported a position in JEF in Q2 2013 and held it in 13 quarters. The position peaked at $17K in Q1 2014. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

Tortoise Investment Management reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 7 Jefferies Financial Group shares in Q4 2025, an estimated $458.
Tortoise Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 13 quarters.
Tortoise Investment Management's Jefferies Financial Group position peaked at $17K in Q1 2014.
597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.