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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
2025
Q1 		– Sell
-24,700
Closed -$864K – 1803
2024
Q4 		$864K Sell
24,700
-3,300
-12% -$123K 0.01% 932
2024
Q3 		$1.12M Buy
+28,000
New +$1.3M 0.01% 751

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Jefferies Financial Group reduced its Ionis Pharmaceuticals (IONS) stake by 35% in Q2 2026, selling an estimated $1.54M and leaving 38,665 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #533.

Jefferies Financial Group first reported a position in IONS in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2023. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Jefferies Financial Group held 38,665 shares of Ionis Pharmaceuticals worth $3.07M as of Q2 2026.
  • Jefferies Financial Group sold 20,400 Ionis Pharmaceuticals shares in Q2 2026, an estimated $1.54M.
  • Ionis Pharmaceuticals made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #533 holding.
  • Jefferies Financial Group first reported a position in Ionis Pharmaceuticals in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Ionis Pharmaceuticals position peaked at $10.2M in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

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