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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
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.