HSBC Holdings’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.97M | Buy |
120,326
+108,242
| +896% | +$5.62M | ﹤0.01% | 1163 |
|
|
2025
Q4 | $750K | Sell |
12,084
-19,909
| -62% | -$1.14M | ﹤0.01% | 2097 |
|
|
2025
Q3 | $2.08M | Sell |
31,993
-3,736
| -10% | -$228K | ﹤0.01% | 1482 |
|
|
2025
Q2 | $1.96M | Buy |
35,729
+7,441
| +26% | +$368K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $1.49M | Buy |
28,288
+17,486
| +162% | +$1.19M | ﹤0.01% | 1581 |
|
|
2024
Q4 | $852K | Buy |
10,802
+7,120
| +193% | +$512K | ﹤0.01% | 1886 |
|
|
2024
Q3 | $227K | Sell |
3,682
-53,600
| -94% | -$3.04M | ﹤0.01% | 2535 |
|
|
2024
Q2 | $2.86M | Buy |
+57,282
| New | +$2.57M | ﹤0.01% | 1261 |
|
|
2024
Q1 | – | Sell |
-24,905
| Closed | -$1.01M | – | 3144 |
|
|
2023
Q4 | $1.01M | Buy |
+24,905
| New | +$881K | ﹤0.01% | 1764 |
|
|
2023
Q3 | – | Sell |
-50,600
| Closed | -$1.7M | – | 2771 |
|
|
2023
Q2 | $1.7M | Sell |
50,600
-8,860
| -15% | -$277K | ﹤0.01% | 1513 |
|
|
2023
Q1 | $1.88M | Sell |
59,460
-5,480
| -8% | -$198K | ﹤0.01% | 1539 |
|
|
2022
Q4 | $2.12M | Buy |
64,940
+8,204
| +14% | +$273K | ﹤0.01% | 1665 |
|
|
2022
Q3 | $1.6M | Sell |
56,736
-16,431
| -22% | -$497K | ﹤0.01% | 1643 |
|
|
2022
Q2 | $1.94M | Sell |
73,167
-25,301
| -26% | -$748K | ﹤0.01% | 1599 |
|
|
2022
Q1 | $3.15M | Sell |
98,468
-73,564
| -43% | -$2.5M | ﹤0.01% | 1387 |
|
|
2021
Q4 | $6.41M | Buy |
172,032
+165,843
| +2,680% | +$6.39M | 0.01% | 1169 |
|
|
2021
Q3 | $222K | Sell |
6,189
-27,288
| -82% | -$913K | ﹤0.01% | 2728 |
|
|
2021
Q2 | $1.09M | Sell |
33,477
-174,539
| -84% | -$5.32M | ﹤0.01% | 1725 |
|
|
2021
Q1 | $6.02M | Buy |
208,016
+167,408
| +412% | +$4.56M | 0.01% | 956 |
|
|
2020
Q4 | $947K | Sell |
40,608
-23,307
| -36% | -$489K | ﹤0.01% | 1740 |
|
|
2020
Q3 | $1.1M | Sell |
63,915
-30,885
| -33% | -$505K | ﹤0.01% | 1505 |
|
|
2020
Q2 | $1.41M | Sell |
94,800
-77,637
| -45% | -$1.04M | ﹤0.01% | 1298 |
|
|
2020
Q1 | $2.27M | Buy |
172,437
+13,718
| +9% | +$262K | 0.01% | 1120 |
|
|
2019
Q4 | $3.22M | Buy |
158,719
+59,260
| +60% | +$1.12M | 0.01% | 1295 |
|
|
2019
Q3 | $1.75M | Sell |
99,459
-204,648
| -67% | -$3.64M | ﹤0.01% | 1663 |
|
|
2019
Q2 | $5.24M | Buy |
304,107
+125,963
| +71% | +$2.16M | 0.01% | 1127 |
|
|
2019
Q1 | $3M | Sell |
178,144
-39,030
| -18% | -$689K | 0.01% | 1323 |
|
|
2018
Q4 | $3.38M | Buy |
217,174
+36,889
| +20% | +$675K | 0.01% | 1280 |
|
|
2018
Q3 | $3.54M | Sell |
180,285
-338,868
| -65% | -$7.06M | 0.01% | 1262 |
|
|
2018
Q2 | $10.6M | Sell |
519,153
-161,953
| -24% | -$3.39M | 0.02% | 776 |
|
|
2018
Q1 | $13.9M | Buy |
681,106
+61,846
| +10% | +$1.4M | 0.02% | 701 |
|
|
2017
Q4 | $14.7M | Buy |
619,260
+286,632
| +86% | +$6.61M | 0.02% | 579 |
|
|
2017
Q3 | $7.52M | Buy |
332,628
+76,437
| +30% | +$1.71M | 0.01% | 900 |
|
|
2017
Q2 | $6M | Buy |
256,191
+63,263
| +33% | +$1.44M | 0.01% | 921 |
|
|
2017
Q1 | $4.49M | Sell |
192,928
-74,432
| -28% | -$1.66M | 0.01% | 962 |
|
|
2016
Q4 | $5.56M | Sell |
267,360
-18,063
| -6% | -$337K | 0.01% | 893 |
|
|
2016
Q3 | $4.86M | Buy |
285,423
+103,882
| +57% | +$1.72M | 0.01% | 909 |
|
|
2016
Q2 | $2.82M | Buy |
181,541
+11,021
| +6% | +$168K | 0.01% | 1091 |
|
|
2016
Q1 | $2.47M | Sell |
170,520
-3,672
| -2% | -$51.7K | 0.01% | 1100 |
|
|
2015
Q4 | $2.71M | Sell |
174,192
-26,402
| -13% | -$442K | 0.01% | 1166 |
|
|
2015
Q3 | $3.64M | Sell |
200,594
-63,458
| -24% | -$1.27M | 0.01% | 908 |
|
|
2015
Q2 | $5.74M | Sell |
264,052
-45,728
| -15% | -$977K | 0.01% | 786 |
|
|
2015
Q1 | $6.18M | Buy |
309,780
+18,896
| +6% | +$390K | 0.01% | 847 |
|
|
2014
Q4 | $5.84M | Buy |
290,884
+53,003
| +22% | +$1.09M | 0.01% | 854 |
|
|
2014
Q3 | $5.08M | Buy |
237,881
+17,512
| +8% | +$394K | 0.01% | 869 |
|
|
2014
Q2 | $5.17M | Sell |
220,369
-10,016
| -4% | -$233K | 0.01% | 844 |
|
|
2014
Q1 | $5.75M | Buy |
230,385
+41,885
| +22% | +$1.03M | 0.01% | 754 |
|
|
2013
Q4 | $4.78M | Sell |
188,500
-45,906
| -20% | -$1.16M | 0.01% | 866 |
|
|
2013
Q3 | $5.72M | Buy |
234,406
+163,655
| +231% | +$3.92M | 0.02% | 801 |
|
|
2013
Q2 | $1.66M | Buy |
+70,751
| New | +$1.86M | 0.01% | 968 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
HSBC Holdings's JEF Position: Q1 2026 in Review
HSBC Holdings increased its Jefferies Financial Group (JEF) stake by 896% in Q1 2026, buying an estimated $5.62M and bringing the position to 120,326 shares worth $4.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1163.
HSBC Holdings first reported a position in JEF in Q2 2013 and has held it in 50 quarters since. The position peaked at $14.7M in Q4 2017. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- HSBC Holdings held 120,326 shares of Jefferies Financial Group worth $4.97M as of Q1 2026.
- HSBC Holdings bought 108,242 Jefferies Financial Group shares in Q1 2026, an estimated $5.62M.
- Jefferies Financial Group made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1163 holding.
- HSBC Holdings first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 50 quarters since.
- HSBC Holdings's Jefferies Financial Group position peaked at $14.7M in Q4 2017.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.