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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
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.