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American Assets Investment Management, LLC → JEF

American Assets Investment Management, LLC JEF Position History

Jefferies Financial Group Inc. • Financial Services

Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.5M
Q4 2025$6.2M
Q1 2026$4.1M
Q2 2026$5M
Q3 2026$4.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.6M100.0K——
Q2 2026$5M100.0K——
Q1 2026$4.1M100.0K——
Q4 2025$6.2M100.0K——
Q3 2025$6.5M100.0K——

Other funds holding JEF

Other American Assets Investment Management, LLC positions

WFC-PZ

WELLS FARGO CO NEW

$87.6M
BAC-PS

BANK OF AMER CORP

$80.5M
WFC-PZ

WELLS FARGO CO NEW

$78.8M
BAC-PS

BANK AMERICA CORP

$78.3M
WFC-PZ

WELLS FARGO & CO

$77.7M
BAC-PS

BANK OF AMER CORP

$77.4M
WFC-PZ

WELLS FARGO & CO

$75.3M
WFC-PZ

WELLS FARGO & CO

$74.9M
American Assets Investment Management, LLC JEF Holdings: 13F Position History | Track13F