Twin Focus Capital Partners’s Jefferies Financial Group JEF Stock Holding History

Twin Focus Capital Partners’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 Q1	–	Sell	-2,835	Closed	-$222K	–	157
2024 Q4	$222K	Buy	+2,835	New	+$204K	0.03%	135
2020 Q2	–	Sell	-59,587	Closed	-$779K	–	157
2020 Q1	$779K	Hold	59,587	–	–	0.36%	50
2019 Q4	$1.22M	Hold	59,587	–	–	0.39%	48
2019 Q3	$1.05M	Buy	+59,587	New	+$1.06M	0.41%	47

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Twin Focus Capital Partners's JEF Position: Q1 2025 in Review

Twin Focus Capital Partners sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 2,835 shares — an estimated $222K sold.

Twin Focus Capital Partners first reported a position in JEF in Q3 2019 and held it in 4 quarters. The position peaked at $1.22M in Q4 2019. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

Twin Focus Capital Partners reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
Twin Focus Capital Partners sold 2,835 Jefferies Financial Group shares in Q1 2025, an estimated $222K.
Twin Focus Capital Partners first reported a position in Jefferies Financial Group in Q3 2019 and held it in 4 quarters.
Twin Focus Capital Partners's Jefferies Financial Group position peaked at $1.22M in Q4 2019.
563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Twin Focus Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.