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Jefferies Financial Group’s MSC Industrial Direct MSM Stock Holding History

Jefferies Financial Group’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,000
Closed -$421K – 2051
2025
Q4 		$421K Buy
+5,000
New +$433K ﹤0.01% 1387
2023
Q4 		– Sell
-4,400
Closed -$432K – 1891
2023
Q3 		$432K Buy
+4,400
New +$434K ﹤0.01% 1124

Other funds holding MSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Jefferies Financial Group sold out of MSC Industrial Direct (MSM) in Q1 2026, closing a stake of 15,802 shares — an estimated $1.33M sold.

Jefferies Financial Group first reported a position in MSM in Q2 2023 and held it in 3 quarters. The position peaked at $1.33M in Q4 2025. 414 funds tracked by Wall St. Rank hold MSM as of Q1 2026.

  • Jefferies Financial Group reported no remaining MSC Industrial Direct position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 15,802 MSC Industrial Direct shares in Q1 2026, an estimated $1.33M.
  • Jefferies Financial Group first reported a position in MSC Industrial Direct in Q2 2023 and held it in 3 quarters.
  • Jefferies Financial Group's MSC Industrial Direct position peaked at $1.33M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2026.

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