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Jefferies Financial Group’s Morningstar MORN Stock Holding History

Jefferies Financial Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
3,676
+520
+16% +$90.4K ﹤0.01% 1213
2026
Q1 		$534K Sell
3,156
-5,343
-63% -$993K ﹤0.01% 1182
2025
Q4 		$1.85M Buy
8,499
+5,992
+239% +$1.3M 0.01% 841
2025
Q3 		$582K Buy
+2,507
New +$668K ﹤0.01% 1039
2025
Q2 		– Sell
-1,783
Closed -$535K – 1634
2025
Q1 		$535K Buy
+1,783
New +$561K ﹤0.01% 1028
2024
Q4 		– Sell
-2,317
Closed -$739K – 1738
2024
Q3 		$739K Buy
2,317
+817
+54% +$254K 0.01% 870
2024
Q2 		$444K Buy
+1,500
New +$444K ﹤0.01% 1007

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Jefferies Financial Group increased its Morningstar (MORN) stake by 16% in Q2 2026, buying an estimated $90.4K and bringing the position to 3,676 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Jefferies Financial Group first reported a position in MORN in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Jefferies Financial Group held 3,676 shares of Morningstar worth $574K as of Q2 2026.
  • Jefferies Financial Group bought 520 Morningstar shares in Q2 2026, an estimated $90.4K.
  • Morningstar made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1213 holding.
  • Jefferies Financial Group first reported a position in Morningstar in Q2 2024 and has held it in 7 quarters since.
  • Jefferies Financial Group's Morningstar position peaked at $1.85M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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