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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
2024
Q1 		– Sell
-50,000
Closed -$4.74M – 1936
2023
Q4 		$4.74M Sell
50,000
-18,400
-27% -$1.69M 0.03% 421
2023
Q3 		$7.12M Buy
+68,400
New +$8.13M 0.06% 244

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
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.