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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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

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

Jefferies Financial Group increased its Moderna (MRNA) stake by 30% in Q2 2026, buying an estimated $296K and bringing the position to 24,729 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #743.

Jefferies Financial Group first reported a position in MRNA in Q2 2023 and has held it in 13 quarters since. The position peaked at $47.3M in Q1 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Jefferies Financial Group held 24,729 shares of Moderna worth $1.73M as of Q2 2026.
  • Jefferies Financial Group bought 5,729 Moderna shares in Q2 2026, an estimated $296K.
  • Moderna made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #743 holding.
  • Jefferies Financial Group first reported a position in Moderna in Q2 2023 and has held it in 13 quarters since.
  • Jefferies Financial Group's Moderna position peaked at $47.3M in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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