JFG
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jefferies Financial Group's FDS Position: Q4 2025 in Review

Jefferies Financial Group sold out of Factset (FDS) in Q4 2025, closing a stake of 2,034 shares — an estimated $583K sold.

Jefferies Financial Group first reported a position in FDS in Q4 2022 and held it in 4 quarters. The position peaked at $1.37M in Q4 2022. 795 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Jefferies Financial Group reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 2,034 Factset shares in Q4 2025, an estimated $583K.
  • Jefferies Financial Group first reported a position in Factset in Q4 2022 and held it in 4 quarters.
  • Jefferies Financial Group's Factset position peaked at $1.37M in Q4 2022.
  • 795 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.