JFG
SPGI icon

Jefferies Financial Group’s S&P Global SPGI Stock Holding History

Jefferies Financial Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.59M Buy
13,715
+11,730
+591% +$4.95M 0.04% 360
2026
Q1 		$844K Buy
1,985
+879
+79% +$408K 0.01% 992
2025
Q4 		$578K Buy
1,106
+106
+11% +$52.4K ﹤0.01% 1291
2025
Q3 		$487K Sell
1,000
-200
-17% -$107K ﹤0.01% 1091
2025
Q2 		$633K Buy
+1,200
New +$599K 0.01% 848
2024
Q4 		– Sell
-5,183
Closed -$2.68M – 1833
2024
Q3 		$2.68M Buy
+5,183
New +$2.57M 0.02% 494
2024
Q2 		– Sell
-1,100
Closed -$468K – 1845
2024
Q1 		$468K Sell
1,100
-753
-41% -$326K ﹤0.01% 1078
2023
Q4 		$816K Buy
+1,853
New +$731K 0.01% 1043

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's SPGI Position: Q2 2026 in Review

Jefferies Financial Group increased its S&P Global (SPGI) stake by 591% in Q2 2026, buying an estimated $4.95M and bringing the position to 13,715 shares worth $5.59M. The position accounts for 0.04% of the portfolio, ranked #360.

Jefferies Financial Group first reported a position in SPGI in Q4 2023 and has held it in 8 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Jefferies Financial Group held 13,715 shares of S&P Global worth $5.59M as of Q2 2026.
  • Jefferies Financial Group bought 11,730 S&P Global shares in Q2 2026, an estimated $4.95M.
  • S&P Global made up 0.04% of Jefferies Financial Group's portfolio in Q2 2026, its #360 holding.
  • Jefferies Financial Group first reported a position in S&P Global in Q4 2023 and has held it in 8 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.