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Vestmark Advisory Solutions’s Jefferies Financial Group JEF Stock Holding History

Vestmark Advisory Solutions’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
-3,776
Closed -$247K – 1265
2025
Q3 		$247K Buy
+3,776
New +$230K ﹤0.01% 828
2025
Q1 		– Sell
-3,122
Closed -$245K – 656
2024
Q4 		$245K Buy
+3,122
New +$225K 0.01% 530
2023
Q3 		– Sell
-18,705
Closed -$620K – 670
2023
Q2 		$620K Buy
18,705
+301
+2% +$9.39K 0.02% 545
2023
Q1 		$584K Buy
18,404
+181
+1% +$6.54K 0.03% 552
2022
Q4 		$597K Buy
18,223
+313
+2% +$10.4K 0.03% 528
2022
Q3 		$505K Sell
17,910
-454
-2% -$13.7K 0.03% 537
2022
Q2 		$485K Buy
18,364
+622
+4% +$18.4K 0.03% 544
2022
Q1 		$557K Sell
17,742
-2,378
-12% -$80.7K 0.03% 503
2021
Q4 		$746K Buy
20,120
+1,464
+8% +$56.4K 0.04% 431
2021
Q3 		$662K Buy
18,656
+2,887
+18% +$96.6K 0.04% 416
2021
Q2 		$516K Sell
15,769
-116
-0.7% -$3.54K 0.04% 465
2021
Q1 		$457K Buy
+15,885
New +$433K 0.04% 460

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $38.9B AUM 28.51% 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 $287B AUM 42.33% 1-Year Est. Return

Vestmark Advisory Solutions's JEF Position: Q4 2025 in Review

Vestmark Advisory Solutions sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 3,776 shares — an estimated $247K sold.

Vestmark Advisory Solutions first reported a position in JEF in Q1 2021 and held it in 12 quarters. The position peaked at $746K in Q4 2021. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • Vestmark Advisory Solutions reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 3,776 Jefferies Financial Group shares in Q4 2025, an estimated $247K.
  • Vestmark Advisory Solutions first reported a position in Jefferies Financial Group in Q1 2021 and held it in 12 quarters.
  • Vestmark Advisory Solutions's Jefferies Financial Group position peaked at $746K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.