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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
Q2 		– Sell
-2,100
Closed -$1.13M – 1906
2026
Q1 		$1.13M Buy
+2,100
New +$1.18M 0.01% 877
2025
Q4 		– Sell
-1,200
Closed -$681K – 1985
2025
Q3 		$681K Buy
+1,200
New +$678K ﹤0.01% 991

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Jefferies Financial Group reduced its MSCI (MSCI) stake by 50% in Q2 2026, selling an estimated $769K and leaving 1,333 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Jefferies Financial Group first reported a position in MSCI in Q4 2022 and has held it in 13 quarters since. The position peaked at $11M in Q2 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Jefferies Financial Group held 1,333 shares of MSCI worth $747K as of Q2 2026.
  • Jefferies Financial Group sold 1,318 MSCI shares in Q2 2026, an estimated $769K.
  • MSCI made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1104 holding.
  • Jefferies Financial Group first reported a position in MSCI in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's MSCI position peaked at $11M in Q2 2024.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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