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Jefferies Finl Group shares owned by Trust

Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by Trust from 13F filings

Historical chart of Trust investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Jefferies Finl Group held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferies Finl Group by Trust

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.9k 54 53.57
2024-12-31 $4.2k 54 78.41
2024-09-30 $3.3k 54 61.56

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Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

Top funds holding Jefferies Finl Group

BlackRock
Vanguard Group
Sumitomo Mitsui Financial
Allspring Global Investments Holdings
Alliancebernstein
Jpmorgan Chase & Co
State Street Corporation
Massachusetts Mutual Life Insurance Company
Eminence Capital
Geode Capital Management
Morgan Stanley
First Pacific Advisors
Dimensional Fund Advisors
Artemis Investment Management
Fisher Investments

View all funds holding Jefferies Finl Group