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Jefferies Financial Group’s Factset FDS Stock Holding History

Jefferies Financial Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
+5,113
New +$1.17M 0.01% 898
2025
Q4 		– Sell
-2,034
Closed -$583K – 1928
2025
Q3 		$583K Buy
2,034
+534
+36% +$204K ﹤0.01% 1038
2025
Q2 		$671K Buy
+1,500
New +$657K 0.01% 831
2023
Q2 		– Sell
-2,701
Closed -$1.12M – 1784
2023
Q1 		$1.12M Sell
2,701
-726
-21% -$302K 0.01% 857
2022
Q4 		$1.37M Buy
+3,427
New +$1.46M 0.01% 780

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's FDS Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Factset (FDS) in Q2 2026: 5,113 shares worth $1.18M. The stake represents 0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in FDS as recently as Q3 2025.

Jefferies Financial Group first reported a position in FDS in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.37M in Q4 2022. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Jefferies Financial Group held 5,113 shares of Factset worth $1.18M as of Q2 2026.
  • Factset was a new Jefferies Financial Group position in Q2 2026.
  • Factset made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #898 holding.
  • Jefferies Financial Group first reported a position in Factset in Q4 2022 and has held it in 5 quarters since.
  • Jefferies Financial Group's Factset position peaked at $1.37M in Q4 2022.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.