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Jefferies Financial Group’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Jefferies Financial Group’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,000
Closed -$227K – 1950
2024
Q4 		$227K Buy
+25,000
New +$218K ﹤0.01% 1354

Other funds holding SABA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Jefferies Financial Group's SABA Position: Q1 2025 in Review

Jefferies Financial Group sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2025, closing a stake of 25,000 shares — an estimated $227K sold.

Jefferies Financial Group first reported a position in SABA in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 85 funds tracked by Wall St. Rank hold SABA as of Q1 2025.

  • Jefferies Financial Group reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 25,000 Saba Capital Income & Opportunities Fund II shares in Q1 2025, an estimated $227K.
  • Jefferies Financial Group first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Saba Capital Income & Opportunities Fund II position peaked at $227K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.