Trust Company of Vermont’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $18.6K | Hold |
300
| – | – | ﹤0.01% | 759 |
|
|
2025
Q3 | $19.6K | Hold |
300
| – | – | ﹤0.01% | 740 |
|
|
2025
Q2 | $16.4K | Hold |
300
| – | – | ﹤0.01% | 746 |
|
|
2025
Q1 | $16.1K | Hold |
300
| – | – | ﹤0.01% | 709 |
|
|
2024
Q4 | $23.5K | Hold |
300
| – | – | ﹤0.01% | 647 |
|
|
2024
Q3 | $18.5K | Hold |
300
| – | – | ﹤0.01% | 671 |
|
|
2024
Q2 | $14.9K | Hold |
300
| – | – | ﹤0.01% | 655 |
|
|
2024
Q1 | $13.2K | Sell |
300
-155
| -34% | -$6.46K | ﹤0.01% | 668 |
|
|
2023
Q4 | $18.4K | Hold |
455
| – | – | ﹤0.01% | 560 |
|
|
2023
Q3 | $16.7K | Hold |
455
| – | – | ﹤0.01% | 596 |
|
|
2023
Q2 | $15.1K | Sell |
455
-171
| -27% | -$5.34K | ﹤0.01% | 621 |
|
|
2023
Q1 | $19.9K | Buy |
626
+285
| +84% | +$10.3K | ﹤0.01% | 601 |
|
|
2022
Q4 | $11.2K | Hold |
341
| – | – | ﹤0.01% | 674 |
|
|
2022
Q3 | $10K | Hold |
341
| – | – | ﹤0.01% | 723 |
|
|
2022
Q2 | $9K | Buy |
+341
| New | +$10.1K | ﹤0.01% | 703 |
|
|
2022
Q1 | – | Sell |
-341
| Closed | -$13K | – | 552 |
|
|
2021
Q4 | $13K | Buy |
+341
| New | +$13.1K | ﹤0.01% | 634 |
|
|
2021
Q3 | – | Sell |
-341
| Closed | -$11K | – | 529 |
|
|
2021
Q2 | $11K | Hold |
341
| – | – | ﹤0.01% | 634 |
|
|
2021
Q1 | $10K | Hold |
341
| – | – | ﹤0.01% | 631 |
|
|
2020
Q4 | $8K | Buy |
+341
| New | +$7.16K | ﹤0.01% | 652 |
|
|
2019
Q4 | – | Sell |
-1,276
| Closed | -$22K | – | 945 |
|
|
2019
Q3 | $22K | Sell |
1,276
-171
| -12% | -$3.04K | ﹤0.01% | 607 |
|
|
2019
Q2 | $25K | Sell |
1,447
-487
| -25% | -$8.36K | ﹤0.01% | 588 |
|
|
2019
Q1 | $33K | Sell |
1,934
-835
| -30% | -$14.7K | ﹤0.01% | 531 |
|
|
2018
Q4 | $43K | Sell |
2,769
-10,012
| -78% | -$183K | ﹤0.01% | 485 |
|
|
2018
Q3 | $251K | Sell |
12,781
-22
| -0.2% | -$459 | 0.02% | 289 |
|
|
2018
Q2 | $261K | Buy |
12,803
+297
| +2% | +$6.22K | 0.02% | 290 |
|
|
2018
Q1 | $255K | Sell |
12,506
-476
| -4% | -$10.8K | 0.02% | 283 |
|
|
2017
Q4 | $308K | Sell |
12,982
-1,061
| -8% | -$24.5K | 0.03% | 268 |
|
|
2017
Q3 | $317K | Hold |
14,043
| – | – | 0.03% | 262 |
|
|
2017
Q2 | $329K | Sell |
14,043
-4,469
| -24% | -$102K | 0.03% | 262 |
|
|
2017
Q1 | $431K | Sell |
18,512
-8,211
| -31% | -$184K | 0.05% | 228 |
|
|
2016
Q4 | $556K | Buy |
26,723
+13,015
| +95% | +$243K | 0.06% | 201 |
|
|
2016
Q3 | $234K | Buy |
13,708
+826
| +6% | +$13.7K | 0.03% | 258 |
|
|
2016
Q2 | $200K | Sell |
12,882
-1,244
| -9% | -$19K | 0.03% | 258 |
|
|
2016
Q1 | $204K | Buy |
14,126
+78
| +0.6% | +$1.1K | 0.03% | 247 |
|
|
2015
Q4 | $219K | Buy |
14,048
+542
| +4% | +$9.06K | 0.03% | 235 |
|
|
2015
Q3 | $245K | Buy |
13,506
+175
| +1% | +$3.51K | 0.04% | 221 |
|
|
2015
Q2 | $290K | Buy |
13,331
+142
| +1% | +$3.03K | 0.04% | 212 |
|
|
2015
Q1 | $263K | Buy |
13,189
+363
| +3% | +$7.5K | 0.04% | 215 |
|
|
2014
Q4 | $257K | Buy |
12,826
+2,389
| +23% | +$49.3K | 0.04% | 213 |
|
|
2014
Q3 | $223K | Buy |
10,437
+1,005
| +11% | +$22.6K | 0.03% | 213 |
|
|
2014
Q2 | $221K | Buy |
9,432
+640
| +7% | +$14.9K | 0.03% | 210 |
|
|
2014
Q1 | $220K | Buy |
8,792
+1,571
| +22% | +$38.8K | 0.04% | 211 |
|
|
2013
Q4 | $183K | Hold |
7,221
| – | – | 0.03% | 227 |
|
|
2013
Q3 | $176K | Hold |
7,221
| – | – | 0.03% | 220 |
|
|
2013
Q2 | $169K | Buy |
+7,221
| New | +$190K | 0.03% | 220 |
|
Other funds holding JEF
SMFG
MMLI
EC
Trust Company of Vermont's JEF Position: Q4 2025 in Review
Trust Company of Vermont held its Jefferies Financial Group (JEF) position steady in Q4 2025 at 300 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #759.
Trust Company of Vermont first reported a position in JEF in Q2 2013 and has held it in 45 quarters since. The position peaked at $556K in Q4 2016. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.
- Trust Company of Vermont held 300 shares of Jefferies Financial Group worth $18.6K as of Q4 2025.
- Trust Company of Vermont left its Jefferies Financial Group share count unchanged in Q4 2025.
- Jefferies Financial Group made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #759 holding.
- Trust Company of Vermont first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 45 quarters since.
- Trust Company of Vermont's Jefferies Financial Group position peaked at $556K in Q4 2016.
- 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.