Jefferies Financial Group’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.41M	Buy	400,000 +150,000	+60%	+$757K	0.02%	566
2025 Q4	$1.27M	Hold	250,000	–	–	0.01%	980
2025 Q3	$1.91M	Sell	250,000 -250,000	-50%	-$1.35M	0.01%	660
2025 Q2	$1.72M	Hold	500,000	–	–	0.01%	567
2025 Q1	$1.91M	Sell	500,000 -50,000	-9%	-$220K	0.02%	596
2024 Q4	$2.4M	Hold	550,000	–	–	0.01%	608
2024 Q3	$3.67M	Buy	550,000 +50,000	+10%	+$230K	0.03%	389
2024 Q2	$2.08M	Buy	500,000 +200,000	+67%	+$946K	0.02%	537
2024 Q1	$1.35M	Buy	+300,000	New	+$1.81M	0.01%	719
2023 Q2	–	Sell	-200,000	Closed	-$2.1M	–	1905
2023 Q1	$2.1M	Hold	200,000	–	–	0.02%	646
2022 Q4	$1.95M	Buy	+200,000	New	+$2.3M	0.01%	661

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jefferies Financial Group increased its NIO (NIO) stake by 31% in Q1 2026, buying an estimated $4.94K and bringing the position to 4,094 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Jefferies Financial Group first reported a position in NIO in Q4 2022 and has held it in 5 quarters since. The position peaked at $530K in Q4 2022. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Jefferies Financial Group held 4,094 shares of NIO worth $24.7K as of Q1 2026.
Jefferies Financial Group bought 978 NIO shares in Q1 2026, an estimated $4.94K.
NIO made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1668 holding.
Jefferies Financial Group first reported a position in NIO in Q4 2022 and has held it in 5 quarters since.
Jefferies Financial Group's NIO position peaked at $530K in Q4 2022.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

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