Jefferies Financial Group
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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

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Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Jefferies Financial Group's PII Position: Q3 2026 in Review

Jefferies Financial Group sold out of Polaris (PII) in Q3 2026, closing a stake of 4,735 shares — an estimated $324K sold.

Jefferies Financial Group first reported a position in PII in Q4 2022 and held it in 7 quarters. The position peaked at $16.2M in Q3 2023. 244 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Jefferies Financial Group reported no remaining Polaris position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 4,735 Polaris shares in Q3 2026, an estimated $324K.
  • Jefferies Financial Group first reported a position in Polaris in Q4 2022 and held it in 7 quarters.
  • Jefferies Financial Group's Polaris position peaked at $16.2M in Q3 2023.
  • 244 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.