JFG
IVVD icon

Jefferies Financial Group’s Invivyd IVVD Stock Holding History

Jefferies Financial Group’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-65,520
Closed -$85.2K – 1846
2026
Q1 		$85.2K Sell
65,520
-22,165
-25% -$40.7K ﹤0.01% 1615
2025
Q4 		$217K Sell
87,685
-4,615
-5% -$9.6K ﹤0.01% 1600
2025
Q3 		$102K Buy
+92,300
New +$81.9K ﹤0.01% 1340
2024
Q2 		– Sell
-22,800
Closed -$101K – 1628
2024
Q1 		$101K Sell
22,800
-30,400
-57% -$126K ﹤0.01% 1436
2023
Q4 		$210K Hold
53,200
– – ﹤0.01% 1465
2023
Q3 		$90.4K Buy
+53,200
New +$84.5K ﹤0.01% 1469

Other funds holding IVVD

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 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
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Jefferies Financial Group sold out of Invivyd (IVVD) in Q2 2026, closing a stake of 65,520 shares — an estimated $85.2K sold.

Jefferies Financial Group first reported a position in IVVD in Q3 2023 and held it in 6 quarters. The position peaked at $217K in Q4 2025. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Jefferies Financial Group reported no remaining Invivyd position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 65,520 Invivyd shares in Q2 2026, an estimated $85.2K.
  • Jefferies Financial Group first reported a position in Invivyd in Q3 2023 and held it in 6 quarters.
  • Jefferies Financial Group's Invivyd position peaked at $217K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

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