HSBC Holdings
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HSBC Holdings’s Jefferies Financial Group JEF Stock Holding History

HSBC Holdings’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
2018
Q3 		– Sell
-15,863
Closed -$323K – 2583
2018
Q2 		$323K Buy
+15,863
New +$332K ﹤0.01% 2248
2013
Q3 		– Sell
-96,689
Closed -$2.27M – 1719
2013
Q2 		$2.27M Buy
+96,689
New +$2.54M 0.01% 893

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.