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 – 2584
2018
Q2 		$323K Buy
+15,863
New +$332K ﹤0.01% 2249

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings's JEF Position: Q2 2026 in Review

HSBC Holdings reduced its Jefferies Financial Group (JEF) stake by 52% in Q2 2026, selling an estimated $3.2M and leaving 58,278 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

HSBC Holdings first reported a position in JEF in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.7M in Q4 2017. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • HSBC Holdings held 58,278 shares of Jefferies Financial Group worth $2.93M as of Q2 2026.
  • HSBC Holdings sold 62,048 Jefferies Financial Group shares in Q2 2026, an estimated $3.2M.
  • Jefferies Financial Group made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1422 holding.
  • HSBC Holdings first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 51 quarters since.
  • HSBC Holdings's Jefferies Financial Group position peaked at $14.7M in Q4 2017.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.