JFG
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Jefferies Financial Group’s Morgan Stanley MS Stock Holding History

Jefferies Financial Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750K Sell
3,588
-11,664
-76% -$2.31M ﹤0.01% 1098
2026
Q1 		$2.51M Sell
15,252
-179,805
-92% -$31.1M 0.02% 547
2025
Q4 		$34.6M Buy
195,057
+189,153
+3,204% +$31.6M 0.18% 103
2025
Q3 		$938K Sell
5,904
-34,719
-85% -$5.13M ﹤0.01% 892
2025
Q2 		$5.72M Sell
40,623
-7,519
-16% -$924K 0.05% 266
2025
Q1 		$5.62M Sell
48,142
-96,758
-67% -$12.5M 0.05% 262
2024
Q4 		$18.2M Buy
144,900
+138,685
+2,231% +$17.1M 0.11% 141
2024
Q3 		$648K Buy
+6,215
New +$626K ﹤0.01% 909
2024
Q1 		– Sell
-12,241
Closed -$1.14M – 1869
2023
Q4 		$1.14M Sell
12,241
-37,633
-75% -$3.01M 0.01% 899
2023
Q3 		$4.07M Buy
49,874
+19,876
+66% +$1.73M 0.04% 394
2023
Q2 		$2.56M Buy
29,998
+9,820
+49% +$840K 0.02% 576
2023
Q1 		$1.77M Sell
20,178
-29,747
-60% -$2.78M 0.01% 699
2022
Q4 		$4.24M Buy
+49,925
New +$4.25M 0.03% 448

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Jefferies Financial Group reduced its Morgan Stanley (MS) stake by 76% in Q2 2026, selling an estimated $2.31M and leaving 3,588 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Jefferies Financial Group first reported a position in MS in Q4 2022 and has held it in 13 quarters since. The position peaked at $34.6M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Jefferies Financial Group held 3,588 shares of Morgan Stanley worth $750K as of Q2 2026.
  • Jefferies Financial Group sold 11,664 Morgan Stanley shares in Q2 2026, an estimated $2.31M.
  • Morgan Stanley made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1098 holding.
  • Jefferies Financial Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's Morgan Stanley position peaked at $34.6M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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