Wealthspire Advisors (New York)’s Jefferies Financial Group JEF Stock Holding History

Wealthspire Advisors (New York)’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	-765	Closed	-$50K	–	1983
2025 Q3	$50K	Buy	+765	New	+$46.7K	﹤0.01%	1249
2021 Q4	–	Sell	-7,227	Closed	-$257K	–	582
2021 Q3	$257K	Buy	+7,227	New	+$242K	0.01%	488
2019 Q1	–	Sell	-124	Closed	-$2K	–	432
2018 Q4	$2K	Buy	+124	New	+$2.27K	﹤0.01%	754

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s JEF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 765 shares — an estimated $50K sold.

Wealthspire Advisors (New York) first reported a position in JEF in Q4 2018 and held it in 3 quarters. The position peaked at $257K in Q3 2021. 597 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 765 Jefferies Financial Group shares in Q4 2025, an estimated $50K.
Wealthspire Advisors (New York) first reported a position in Jefferies Financial Group in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Jefferies Financial Group position peaked at $257K in Q3 2021.
597 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.