Wealth High Governance Capital’s Jefferies Financial Group JEF Stock Holding History

Wealth High Governance Capital’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	-240,000	Closed	-$15.7M	–	58
2025 Q3	$15.7M	Buy	240,000 +116,000	+94%	+$7.07M	4.51%	5
2025 Q2	$6.78M	Buy	+124,000	New	+$6.14M	2.1%	18
2024 Q4	–	Sell	-180,000	Closed	-$11.1M	–	59
2024 Q3	$11.1M	Hold	180,000	–	–	3.89%	8
2024 Q2	$8.96M	Buy	+180,000	New	+$8.08M	2.22%	18

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth High Governance Capital's JEF Position: Q4 2025 in Review

Wealth High Governance Capital sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 240,000 shares — an estimated $15.7M sold.

Wealth High Governance Capital first reported a position in JEF in Q2 2024 and held it in 4 quarters. The position peaked at $15.7M in Q3 2025. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

Wealth High Governance Capital reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
Wealth High Governance Capital sold 240,000 Jefferies Financial Group shares in Q4 2025, an estimated $15.7M.
Wealth High Governance Capital first reported a position in Jefferies Financial Group in Q2 2024 and held it in 4 quarters.
Wealth High Governance Capital's Jefferies Financial Group position peaked at $15.7M in Q3 2025.
594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Wealth High Governance Capital's 13F filing for Q4 2025, filed 30 Jan 2026.