West Oak Capital’s JEFFERIES GROUP INC(NEW) JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12M | Sell |
183,107
-23,500
| -11% | -$1.54M | 4.75% | 2 |
|
|
2025
Q2 | $11.3M | Sell |
206,607
-728,198
| -78% | -$39.8M | 4.43% | 3 |
|
|
2025
Q1 | $50.1M | Buy |
934,805
+15,724
| +2% | +$842K | 19.36% | 1 |
|
|
2024
Q4 | $72.1M | Buy |
919,081
+200
| +0% | +$15.7K | 25.49% | 1 |
|
|
2024
Q3 | $56.6M | Hold |
918,881
| – | – | 10.51% | 2 |
|
|
2024
Q2 | $45.7M | Hold |
918,881
| – | – | 18.4% | 1 |
|
|
2024
Q1 | $40.5M | Hold |
918,881
| – | – | 17.23% | 1 |
|
|
2023
Q4 | $36.6M | Hold |
918,881
| – | – | 17.12% | 1 |
|
|
2023
Q3 | $33.7M | Hold |
918,881
| – | – | 16.71% | 1 |
|
|
2023
Q2 | $30.5M | Hold |
918,881
| – | – | 14.81% | 1 |
|
|
2023
Q1 | $29.2M | Hold |
918,881
| – | – | 14.77% | 1 |
|
|
2022
Q4 | $31.5M | Hold |
918,881
| – | – | 16.45% | 1 |
|
|
2022
Q3 | $27.1M | Hold |
918,881
| – | – | 14.7% | 1 |
|
|
2022
Q2 | $25.4M | Buy |
918,881
+37,869
| +4% | +$1.05M | 13.32% | 1 |
|
|
2022
Q1 | $28.9M | Hold |
881,012
| – | – | 13.06% | 1 |
|
|
2021
Q4 | $34.2M | Hold |
881,012
| – | – | 12.57% | 1 |
|
|
2021
Q3 | $32.7M | Hold |
881,012
| – | – | 12.69% | 1 |
|
|
2021
Q2 | $30.1M | Hold |
881,012
| – | – | 11.87% | 1 |
|
|
2021
Q1 | $26.5M | Hold |
881,012
| – | – | 11.33% | 1 |
|
|
2020
Q4 | $21.7M | Hold |
881,012
| – | – | 10.07% | 1 |
|
|
2020
Q3 | $15.9M | Hold |
881,012
| – | – | 8.72% | 1 |
|
|
2020
Q2 | $13.7M | Hold |
881,012
| – | – | 7.8% | 1 |
|
|
2020
Q1 | $12M | Hold |
881,012
| – | – | 8.24% | 1 |
|
|
2019
Q4 | $18.8M | Hold |
881,012
| – | – | 10.59% | 1 |
|
|
2019
Q3 | $16.2M | Hold |
881,012
| – | – | 9.54% | 1 |
|
|
2019
Q2 | $16.9M | Sell |
881,012
-324
| -0% | -$6.23K | 10.13% | 1 |
|
|
2019
Q1 | $16.6M | Hold |
881,336
| – | – | 10.36% | 1 |
|
|
2018
Q4 | $15.3M | Hold |
881,336
| – | – | 10.86% | 1 |
|
|
2018
Q3 | $19.4M | Hold |
881,336
| – | – | 11.19% | 1 |
|
|
2018
Q2 | $20M | Buy |
+881,336
| New | +$20M | 12.21% | 1 |
|
Other funds holding JEF
West Oak Capital's JEF Position: Q3 2025 in Review
West Oak Capital reduced its JEFFERIES GROUP INC(NEW) (JEF) stake by 11% in Q3 2025, selling an estimated $1.54M and leaving 183,107 shares worth $12M. The position accounts for 4.75% of the portfolio, ranked #2.
West Oak Capital first reported a position in JEF in Q2 2018 and has held it in 30 quarters since. The position peaked at $72.1M in Q4 2024. 2 funds tracked by Wall St. Rank hold JEF as of Q3 2025.
- West Oak Capital held 183,107 shares of JEFFERIES GROUP INC(NEW) worth $12M as of Q3 2025.
- West Oak Capital sold 23,500 JEFFERIES GROUP INC(NEW) shares in Q3 2025, an estimated $1.54M.
- JEFFERIES GROUP INC(NEW) made up 4.75% of West Oak Capital's portfolio in Q3 2025, its #2 holding.
- West Oak Capital first reported a position in JEFFERIES GROUP INC(NEW) in Q2 2018 and has held it in 30 quarters since.
- West Oak Capital's JEFFERIES GROUP INC(NEW) position peaked at $72.1M in Q4 2024.
- 2 funds tracked by Wall St. Rank held JEFFERIES GROUP INC(NEW) as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.