Jefferies Financial Group’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Buy	2,651 +1,691	+176%	+$954K	0.01%	780
2025 Q4	$551K	Buy	960 +710	+284%	+$398K	﹤0.01%	1304
2025 Q3	$142K	Buy	+250	New	+$141K	﹤0.01%	1312
2025 Q2	–	Sell	-10,284	Closed	-$5.82M	–	1640
2025 Q1	$5.82M	Sell	10,284 -778	-7%	-$452K	0.05%	254
2024 Q4	$6.64M	Sell	11,062 -7,230	-40%	-$4.34M	0.04%	297
2024 Q3	$10.7M	Sell	18,292 -4,641	-20%	-$2.52M	0.08%	165
2024 Q2	$11M	Buy	22,933 +17,933	+359%	+$8.9M	0.12%	142
2024 Q1	$2.8M	Buy	5,000 +2,220	+80%	+$1.25M	0.03%	476
2023 Q4	$1.57M	Buy	+2,780	New	+$1.44M	0.01%	799
2023 Q3	–	Sell	-2,500	Closed	-$1.17M	–	1846
2023 Q2	$1.17M	Buy	2,500 +997	+66%	+$486K	0.01%	855
2023 Q1	$841K	Sell	1,503 -3,698	-71%	-$1.96M	0.01%	953
2022 Q4	$2.42M	Buy	+5,201	New	+$2.42M	0.02%	594

Other funds holding MSCI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Jefferies Financial Group increased its MSCI (MSCI) stake by 176% in Q1 2026, buying an estimated $954K and bringing the position to 2,651 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #780.

Jefferies Financial Group first reported a position in MSCI in Q4 2022 and has held it in 12 quarters since. The position peaked at $11M in Q2 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Jefferies Financial Group held 2,651 shares of MSCI worth $1.43M as of Q1 2026.
Jefferies Financial Group bought 1,691 MSCI shares in Q1 2026, an estimated $954K.
MSCI made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #780 holding.
Jefferies Financial Group first reported a position in MSCI in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's MSCI position peaked at $11M in Q2 2024.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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