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United Services Automobile Association’s Jefferies Financial Group JEF Stock Holding History

United Services Automobile Association’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
-10,338
Closed -$540K – 529
2025
Q1 		$540K Hold
10,338
– – 0.02% 494
2024
Q4 		$810K Sell
10,338
-155
-1% -$11.2K 0.03% 236
2024
Q3 		$646K Sell
10,493
-2,726
-21% -$155K 0.02% 252
2024
Q2 		$658K Buy
13,219
+264
+2% +$11.8K 0.02% 291
2024
Q1 		$571K Hold
12,955
– – 0.01% 322
2023
Q4 		$524K Buy
12,955
+1,382
+12% +$48.9K 0.01% 332
2023
Q3 		$424K Buy
11,573
+409
+4% +$14.7K 0.01% 323
2023
Q2 		$370K Buy
11,164
+170
+2% +$5.31K 0.01% 294
2023
Q1 		$349K Sell
10,994
-10,655
-49% -$385K 0.01% 292
2022
Q4 		$709K Hold
21,649
– – 0.02% 360
2022
Q3 		$610K Hold
21,649
– – 0.02% 379
2022
Q2 		$572K Buy
+21,649
New +$640K 0.01% 394
2019
Q3 		– Sell
-860,607
Closed -$14.8M – 1088
2019
Q2 		$14.8M Sell
860,607
-412,082
-32% -$7.07M 0.04% 432
2019
Q1 		$21.4M Sell
1,272,689
-577
-0% -$10.2K 0.06% 339
2018
Q4 		$19.8M Sell
1,273,266
-12,758
-1% -$234K 0.06% 332
2018
Q3 		$25.3M Buy
+1,286,024
New +$26.8M 0.06% 314
2018
Q2 		– Sell
-116,354
Closed -$2.37M – 2318
2018
Q1 		$2.37M Sell
116,354
-13,368
-10% -$303K 0.01% 1080
2017
Q4 		$3.08M Buy
129,722
+14,494
+13% +$334K 0.01% 952
2017
Q3 		$2.6M Buy
115,228
+1,207
+1% +$27K 0.01% 983
2017
Q2 		$2.67M Sell
114,021
-10,042
-8% -$229K 0.01% 949
2017
Q1 		$2.89M Buy
124,063
+10,028
+9% +$224K 0.01% 913
2016
Q4 		$2.37M Buy
114,035
+14
+0% +$262 0.01% 950
2016
Q3 		$1.94M Sell
114,021
-1,395
-1% -$23.1K 0.01% 984
2016
Q2 		$1.79M Sell
115,416
-1
-0% -$15 0.01% 962
2016
Q1 		$1.67M Buy
115,417
+3,346
+3% +$47.1K 0.01% 965
2015
Q4 		$1.75M Hold
112,071
– – 0.01% 966
2015
Q3 		$2.03M Buy
112,071
+12,347
+12% +$248K 0.01% 920
2015
Q2 		$2.17M Sell
99,724
-1,117
-1% -$23.9K 0.01% 961
2015
Q1 		$2.01M Buy
100,841
+5,617
+6% +$116K 0.01% 966
2014
Q4 		$1.91M Sell
95,224
-387
-0.4% -$7.99K 0.01% 985
2014
Q3 		$2.04M Sell
95,611
-384
-0.4% -$8.65K 0.01% 933
2014
Q2 		$2.25M Buy
95,995
+2,098
+2% +$48.7K 0.01% 912
2014
Q1 		$2.35M Buy
93,897
+1,399
+2% +$34.5K 0.01% 901
2013
Q4 		$2.35M Hold
92,498
– – 0.01% 911
2013
Q3 		$2.25M Buy
92,498
+4,152
+5% +$99.4K 0.01% 900
2013
Q2 		$2.07M Buy
+88,346
New +$2.32M 0.01% 861

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Services Automobile Association's JEF Position: Q2 2025 in Review

United Services Automobile Association sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 10,338 shares — an estimated $540K sold.

United Services Automobile Association first reported a position in JEF in Q2 2013 and held it in 36 quarters. The position peaked at $25.3M in Q3 2018. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • United Services Automobile Association reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 10,338 Jefferies Financial Group shares in Q2 2025, an estimated $540K.
  • United Services Automobile Association first reported a position in Jefferies Financial Group in Q2 2013 and held it in 36 quarters.
  • United Services Automobile Association's Jefferies Financial Group position peaked at $25.3M in Q3 2018.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.