Jefferies Financial Group’s Moderna MRNA Stock Holding History

Jefferies Financial Group’s Portfolio MRNA Stock Details MRNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,800	Closed	-$731K	–	1636
2025 Q1	$731K	Buy	25,800 +3,300	+15%	+$117K	0.01%	925
2024 Q4	$936K	Sell	22,500 -20,900	-48%	-$999K	0.01%	904
2024 Q3	$2.9M	Sell	43,400 -43,400	-50%	-$3.98M	0.02%	467
2024 Q2	$10.3M	Buy	86,800 +66,800	+334%	+$8.45M	0.11%	151
2024 Q1	$2.13M	Buy	+20,000	New	+$2.02M	0.02%	572

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's MRNA Position: Q1 2026 in Review

Jefferies Financial Group reduced its Moderna (MRNA) stake by 58% in Q1 2026, selling an estimated $1.24M and leaving 19,000 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #938.

Jefferies Financial Group first reported a position in MRNA in Q2 2023 and has held it in 12 quarters since. The position peaked at $47.3M in Q1 2024. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Jefferies Financial Group held 19,000 shares of Moderna worth $965K as of Q1 2026.
Jefferies Financial Group sold 26,670 Moderna shares in Q1 2026, an estimated $1.24M.
Moderna made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #938 holding.
Jefferies Financial Group first reported a position in Moderna in Q2 2023 and has held it in 12 quarters since.
Jefferies Financial Group's Moderna position peaked at $47.3M in Q1 2024.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.