Williams Jones Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Williams Jones Wealth Management’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	-2,600	Closed	-$204K	–	508
2024 Q4	$204K	Sell	2,600 -2,101	-45%	-$151K	﹤0.01%	464
2024 Q3	$289K	Buy	4,701 +1	+0%	+$57	﹤0.01%	433
2024 Q2	$234K	Hold	4,700	–	–	﹤0.01%	454
2024 Q1	$207K	Buy	+4,700	New	+$196K	﹤0.01%	495

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Williams Jones Wealth Management's JEF Position: Q1 2025 in Review

Williams Jones Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 2,600 shares — an estimated $204K sold.

Williams Jones Wealth Management first reported a position in JEF in Q1 2024 and held it in 4 quarters. The position peaked at $289K in Q3 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

Williams Jones Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 2,600 Jefferies Financial Group shares in Q1 2025, an estimated $204K.
Williams Jones Wealth Management first reported a position in Jefferies Financial Group in Q1 2024 and held it in 4 quarters.
Williams Jones Wealth Management's Jefferies Financial Group position peaked at $289K in Q3 2024.
563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Williams Jones Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.