Jefferies Financial Group
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Jefferies Financial Group’s Ionis Pharmaceuticals IONS Stock Holding History

Jefferies Financial Group’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-38,665
Closed -$3.07M – 1549
2026
Q2 		$3.07M Sell
38,665
-20,400
-35% -$1.54M 0.02% 533
2026
Q1 		$4.44M Buy
59,065
+8,670
+17% +$684K 0.03% 376
2025
Q4 		$3.99M Buy
50,395
+40,226
+396% +$3.03M 0.02% 552
2025
Q3 		$665K Sell
10,169
-12,212
-55% -$596K ﹤0.01% 997
2025
Q2 		$884K Sell
22,381
-460
-2% -$15.1K 0.01% 769
2025
Q1 		$689K Buy
22,841
+460
+2% +$15.1K 0.01% 954
2024
Q4 		$782K Sell
22,381
-30,400
-58% -$1.14M ﹤0.01% 968
2024
Q3 		$2.11M Sell
52,781
-9,419
-15% -$438K 0.02% 581
2024
Q2 		$2.96M Sell
62,200
-130,880
-68% -$5.37M 0.03% 432
2024
Q1 		$8.37M Sell
193,080
-9,220
-5% -$439K 0.08% 190
2023
Q4 		$10.2M Buy
202,300
+42,090
+26% +$2.02M 0.07% 219
2023
Q3 		$7.27M Buy
160,210
+67,210
+72% +$2.77M 0.07% 238
2023
Q2 		$3.82M Buy
+93,000
New +$3.57M 0.03% 424
2023
Q1 		– Sell
-197,009
Closed -$7.44M – 1790
2022
Q4 		$7.44M Buy
+197,009
New +$8.29M 0.05% 286

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Jefferies Financial Group's IONS Position: Q3 2026 in Review

Jefferies Financial Group sold out of Ionis Pharmaceuticals (IONS) in Q3 2026, closing a stake of 38,665 shares — an estimated $3.07M sold.

Jefferies Financial Group first reported a position in IONS in Q4 2022 and held it in 14 quarters. The position peaked at $10.2M in Q4 2023. 285 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • Jefferies Financial Group reported no remaining Ionis Pharmaceuticals position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 38,665 Ionis Pharmaceuticals shares in Q3 2026, an estimated $3.07M.
  • Jefferies Financial Group first reported a position in Ionis Pharmaceuticals in Q4 2022 and held it in 14 quarters.
  • Jefferies Financial Group's Ionis Pharmaceuticals position peaked at $10.2M in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.