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USA Financial Formulas’s Jefferies Financial Group JEF Stock Holding History

USA Financial Formulas’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
-4,891
Closed -$383K – 332
2024
Q4 		$383K Sell
4,891
-733
-13% -$52.7K 0.06% 109
2024
Q3 		$346K Buy
+5,624
New +$319K 0.05% 103
2017
Q2 		– Sell
-164,211
Closed -$3.82M – 269
2017
Q1 		$3.82M Buy
164,211
+134,536
+453% +$3.01M 0.92% 31
2016
Q4 		$618K Buy
+29,675
New +$554K 0.15% 102

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 $5.27B AUM 2.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

USA Financial Formulas's JEF Position: Q1 2025 in Review

USA Financial Formulas sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 4,891 shares — an estimated $383K sold.

USA Financial Formulas first reported a position in JEF in Q4 2016 and held it in 4 quarters. The position peaked at $3.82M in Q1 2017. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • USA Financial Formulas reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 4,891 Jefferies Financial Group shares in Q1 2025, an estimated $383K.
  • USA Financial Formulas first reported a position in Jefferies Financial Group in Q4 2016 and held it in 4 quarters.
  • USA Financial Formulas's Jefferies Financial Group position peaked at $3.82M in Q1 2017.
  • 564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.