JFG
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Jefferies Financial Group’s Interactive Brokers IBKR Stock Holding History

Jefferies Financial Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-40,000
Closed -$1.77M – 1795
2024
Q4 		$1.77M Buy
+40,000
New +$1.68M 0.01% 713

Other funds holding IBKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Jefferies Financial Group reduced its Interactive Brokers (IBKR) stake by 51% in Q2 2026, selling an estimated $2.11M and leaving 24,405 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #673.

Jefferies Financial Group first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.85M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Jefferies Financial Group held 24,405 shares of Interactive Brokers worth $2.12M as of Q2 2026.
  • Jefferies Financial Group sold 25,364 Interactive Brokers shares in Q2 2026, an estimated $2.11M.
  • Interactive Brokers made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #673 holding.
  • Jefferies Financial Group first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
  • Jefferies Financial Group's Interactive Brokers position peaked at $3.85M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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