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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jefferies Financial Group's SPGI Position: Q1 2026 in Review

Jefferies Financial Group increased its S&P Global (SPGI) stake by 79% in Q1 2026, buying an estimated $408K and bringing the position to 1,985 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #992.

Jefferies Financial Group first reported a position in SPGI in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.68M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Jefferies Financial Group held 1,985 shares of S&P Global worth $844K as of Q1 2026.
Jefferies Financial Group bought 879 S&P Global shares in Q1 2026, an estimated $408K.
S&P Global made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #992 holding.
Jefferies Financial Group first reported a position in S&P Global in Q4 2023 and has held it in 7 quarters since.
Jefferies Financial Group's S&P Global position peaked at $2.68M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.