JFG
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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
2025
Q4 		– Sell
-1,200
Closed -$584K – 2057
2025
Q3 		$584K Buy
+1,200
New +$643K ﹤0.01% 1034

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
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.