Jefferies Financial Group’s State Street STT Stock Holding History

Jefferies Financial Group’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.66M	Buy	21,044 +11,512	+121%	+$1.47M	0.02%	515
2025 Q4	$1.23M	Sell	9,532 -49,464	-84%	-$5.92M	0.01%	994
2025 Q3	$6.84M	Buy	58,996 +34,206	+138%	+$3.82M	0.03%	291
2025 Q2	$2.64M	Sell	24,790 -20,160	-45%	-$1.86M	0.02%	454
2025 Q1	$4.02M	Buy	44,950 +29,883	+198%	+$2.85M	0.04%	357
2024 Q4	$1.48M	Sell	15,067 -14,094	-48%	-$1.33M	0.01%	771
2024 Q3	$2.58M	Buy	+29,161	New	+$2.4M	0.02%	510
2024 Q1	–	Sell	-9,441	Closed	-$731K	–	2011
2023 Q4	$731K	Sell	9,441 -36,559	-79%	-$2.55M	﹤0.01%	1086
2023 Q3	$3.08M	Sell	46,000 -3,970	-8%	-$280K	0.03%	478
2023 Q2	$3.66M	Buy	+49,970	New	+$3.59M	0.03%	446
2023 Q1	–	Sell	-38,200	Closed	-$2.96M	–	1974
2022 Q4	$2.96M	Buy	+38,200	New	+$2.81M	0.02%	528

Other funds holding STT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Jefferies Financial Group increased its State Street (STT) stake by 121% in Q1 2026, buying an estimated $1.47M and bringing the position to 21,044 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #515.

Jefferies Financial Group first reported a position in STT in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.84M in Q3 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Jefferies Financial Group held 21,044 shares of State Street worth $2.66M as of Q1 2026.
Jefferies Financial Group bought 11,512 State Street shares in Q1 2026, an estimated $1.47M.
State Street made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #515 holding.
Jefferies Financial Group first reported a position in State Street in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's State Street position peaked at $6.84M in Q3 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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