Jefferies Financial Group’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$324K	Sell	4,735 -25,465	-84%	-$1.64M	﹤0.01%	1362
2026 Q1	$1.65M	Sell	30,200 -140,200	-82%	-$8.78M	0.01%	709
2025 Q4	$10.8M	Buy	+170,400	New	+$11.2M	0.06%	302
2025 Q2	–	Sell	-7,653	Closed	-$313K	–	1692
2025 Q1	$313K	Buy	+7,653	New	+$364K	﹤0.01%	1221
2024 Q1	–	Sell	-11,035	Closed	-$1.05M	–	1935
2023 Q4	$1.05M	Sell	11,035 -144,789	-93%	-$13.3M	0.01%	929
2023 Q3	$16.2M	Buy	+155,824	New	+$18.5M	0.15%	101
2023 Q1	–	Sell	-6,600	Closed	-$667K	–	1911
2022 Q4	$667K	Buy	+6,600	New	+$688K	﹤0.01%	974

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Jefferies Financial Group reduced its Polaris (PII) stake by 84% in Q2 2026, selling an estimated $1.64M and leaving 4,735 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Jefferies Financial Group first reported a position in PII in Q4 2022 and has held it in 7 quarters since. The position peaked at $16.2M in Q3 2023. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Jefferies Financial Group held 4,735 shares of Polaris worth $324K as of Q2 2026.
Jefferies Financial Group sold 25,465 Polaris shares in Q2 2026, an estimated $1.64M.
Polaris made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1362 holding.
Jefferies Financial Group first reported a position in Polaris in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's Polaris position peaked at $16.2M in Q3 2023.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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