Versor Investments’s Jefferies Financial Group JEF Stock Holding History

Versor Investments’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	-5,852	Closed	-$313K	–	815
2025 Q1	$313K	Buy	+5,852	New	+$397K	0.05%	550
2024 Q3	–	Sell	-6,286	Closed	-$313K	–	875
2024 Q2	$313K	Buy	+6,286	New	+$282K	0.06%	504
2019 Q2	–	Sell	-43,322	Closed	-$729K	–	309
2019 Q1	$729K	Buy	+43,322	New	+$765K	0.07%	143
2018 Q4	–	Sell	-14,076	Closed	-$277K	–	297
2018 Q3	$277K	Sell	14,076 -3,351	-19%	-$69.9K	0.1%	211
2018 Q2	$355K	Buy	+17,427	New	+$365K	0.12%	197

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments's JEF Position: Q2 2025 in Review

Versor Investments sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 5,852 shares — an estimated $313K sold.

Versor Investments first reported a position in JEF in Q2 2018 and held it in 5 quarters. The position peaked at $729K in Q1 2019. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Versor Investments reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Versor Investments sold 5,852 Jefferies Financial Group shares in Q2 2025, an estimated $313K.
Versor Investments first reported a position in Jefferies Financial Group in Q2 2018 and held it in 5 quarters.
Versor Investments's Jefferies Financial Group position peaked at $729K in Q1 2019.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Versor Investments's 13F filing for Q2 2025, filed 5 Aug 2025.