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Wealth Architects’s Jefferies Financial Group JEF Stock Holding History

Wealth Architects’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
-2,896
Closed -$227K – 234
2024
Q4 		$227K Buy
+2,896
New +$208K 0.03% 195

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealth Architects's JEF Position: Q1 2025 in Review

Wealth Architects sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 2,896 shares — an estimated $227K sold.

Wealth Architects first reported a position in JEF in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • Wealth Architects reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • Wealth Architects sold 2,896 Jefferies Financial Group shares in Q1 2025, an estimated $227K.
  • Wealth Architects first reported a position in Jefferies Financial Group in Q4 2024 and held it in 1 quarter.
  • Wealth Architects's Jefferies Financial Group position peaked at $227K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Wealth Architects's 13F filing for Q1 2025, filed 12 May 2025.