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 Q1	$1.65M	Sell	10,000 -3,300	-25%	-$571K	0.01%	710
2025 Q4	$2.36M	Sell	13,300 -37,400	-74%	-$6.24M	0.01%	742
2025 Q3	$8.06M	Buy	+50,700	New	+$7.49M	0.04%	263
2025 Q2	–	Sell	-113,900	Closed	-$13.3M	–	1638
2025 Q1	$13.3M	Buy	113,900 +86,400	+314%	+$11.1M	0.12%	113
2024 Q4	$3.46M	Buy	+27,500	New	+$3.39M	0.02%	482
2024 Q1	–	Sell	-64,700	Closed	-$6.03M	–	1870
2023 Q4	$6.03M	Sell	64,700 -30,000	-32%	-$2.4M	0.04%	348
2023 Q3	$7.73M	Buy	94,700 +65,000	+219%	+$5.64M	0.07%	222
2023 Q2	$2.54M	Hold	29,700	–	–	0.02%	585
2023 Q1	$2.61M	Sell	29,700 -45,300	-60%	-$4.23M	0.02%	564
2022 Q4	$6.38M	Buy	+75,000	New	+$6.39M	0.04%	328

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Jefferies Financial Group reduced its Morgan Stanley (MS) stake by 92% in Q1 2026, selling an estimated $31.1M and leaving 15,252 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #547.

Jefferies Financial Group first reported a position in MS in Q4 2022 and has held it in 12 quarters since. The position peaked at $34.6M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Jefferies Financial Group held 15,252 shares of Morgan Stanley worth $2.51M as of Q1 2026.
Jefferies Financial Group sold 179,805 Morgan Stanley shares in Q1 2026, an estimated $31.1M.
Morgan Stanley made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #547 holding.
Jefferies Financial Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's Morgan Stanley position peaked at $34.6M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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