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U.S. Capital Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

U.S. Capital Wealth Advisors’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
-3,112
Closed -$204K – 1004
2025
Q3 		$204K Buy
+3,112
New +$190K 0.01% 892
2025
Q2 		– Sell
-45,062
Closed -$2.41M – 914
2025
Q1 		$2.41M Buy
45,062
+594
+1% +$40.3K 0.07% 253
2024
Q4 		$3.49M Buy
+44,468
New +$3.2M 0.11% 195

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 $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $35.4B AUM 33.54% 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 $218B AUM 29.41% 1-Year Est. Return

U.S. Capital Wealth Advisors's JEF Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 3,112 shares — an estimated $204K sold.

U.S. Capital Wealth Advisors first reported a position in JEF in Q4 2024 and held it in 3 quarters. The position peaked at $3.49M in Q4 2024. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • U.S. Capital Wealth Advisors reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,112 Jefferies Financial Group shares in Q4 2025, an estimated $204K.
  • U.S. Capital Wealth Advisors first reported a position in Jefferies Financial Group in Q4 2024 and held it in 3 quarters.
  • U.S. Capital Wealth Advisors's Jefferies Financial Group position peaked at $3.49M in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.