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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Jefferies Financial Group reduced its Polaris (PII) stake by 82% in Q1 2026, selling an estimated $8.78M and leaving 30,200 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #709.

Jefferies Financial Group first reported a position in PII in Q4 2022 and has held it in 6 quarters since. The position peaked at $16.2M in Q3 2023. 445 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Jefferies Financial Group held 30,200 shares of Polaris worth $1.65M as of Q1 2026.
Jefferies Financial Group sold 140,200 Polaris shares in Q1 2026, an estimated $8.78M.
Polaris made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #709 holding.
Jefferies Financial Group first reported a position in Polaris in Q4 2022 and has held it in 6 quarters since.
Jefferies Financial Group's Polaris position peaked at $16.2M in Q3 2023.
445 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

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