Jefferies Financial Group Inc. QQQ — INVESCO QQQ TR

Ownership history in Jefferies Financial Group Inc.  ·  99 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported INVESCO QQQ TR (QQQ) in 99 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.38% in 2024 Q1. The latest visible filing shows QQQ at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in INVESCO QQQ TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QQQ was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.38% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QQQ stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 30 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 433,345 -5,455 -1.2% 1.71% $250.1M 2026-05-08 $711.23
2026 Q1 ADDED — — — 438,800 +355,900 +429.3% 1.73% $253.3M 2026-05-08 $711.23
2026 Q1 REDUCED — — — 82,900 -545,467 -86.8% 0.33% $47.8M 2026-05-08 $711.23
2025 Q4 ADDED — — — 628,367 +574,867 +1074.5% 1.97% $386.0M 2026-02-09 $613.55
2025 Q4 ADDED — — — 53,500 +50,000 +1428.6% 0.17% $32.9M 2026-02-09 $613.55
2025 Q4 REDUCED 99.4% -5.9% ✅ 3,500 -580,934 -99.4% 0.01% $2.2M 2026-02-09 $613.55
2025 Q3 ADDED — — — 584,434 +446,634 +324.1% 1.66% $350.9M 2025-11-13 $606.85
2025 Q3 ADDED — — — 137,800 +97,800 +244.5% 0.39% $82.7M 2025-11-13 $606.85
2025 Q3 REDUCED 84.8% +3.5% ❌ 40,000 -223,302 -84.8% 0.11% $24.0M 2025-11-13 $606.85
2025 Q2 REDUCED 23.3% +8.7% ❌ 263,302 -79,998 -23.3% 1.22% $145.2M 2025-08-14 (Est.) $577.74
2025 Q2 ADDED — — — 343,300 +305,000 +796.3% 1.59% $189.4M 2025-08-14 (Est.) $577.74
2025 Q2 REDUCED 87.5% +8.7% ❌ 38,300 -268,893 -87.5% 0.18% $21.1M 2025-08-14 (Est.) $577.74
2025 Q1 ADDED — — — 307,193 +116,393 +61.0% 1.27% $144.0M 2025-05-08 $485.94
2025 Q1 ADDED — — — 190,800 +180,800 +1808.0% 0.79% $89.5M 2025-05-08 $485.94
2025 Q1 REDUCED 96.0% +17.8% ❌ 10,000 -240,787 -96.0% 0.04% $4.7M 2025-05-08 $485.94
2024 Q4 ADDED — — — 250,787 +217,987 +664.6% 0.77% $128.2M 2025-02-14 $534.76
2024 Q4 ADDED — — — 32,800 +20,000 +156.2% 0.10% $16.8M 2025-02-14 $534.76
2024 Q4 REDUCED 95.6% -8.1% ✅ 12,800 -278,902 -95.6% 0.04% $6.5M 2025-02-14 $534.76
2024 Q3 REDUCED 35.9% +5.8% ❌ 291,702 -163,298 -35.9% 1.02% $142.4M 2024-11-14 $504.67
2024 Q3 ADDED — — — 455,000 +435,000 +2175.0% 1.59% $222.1M 2024-11-14 $504.67
2024 Q3 REDUCED 92.2% +5.8% ❌ 20,000 -235,602 -92.2% 0.07% $9.8M 2024-11-14 $504.67
2024 Q2 ADDED — — — 255,602 +5,602 +2.2% 1.30% $122.5M 2024-08-13 $458.28
2024 Q2 ADDED — — — 250,000 +240,000 +2400.0% 1.27% $119.8M 2024-08-13 $458.28
2024 Q2 REDUCED 96.7% +2.0% ❌ 10,000 -296,316 -96.7% 0.05% $4.8M 2024-08-13 $458.28
2024 Q1 REDUCED 47.3% +8.7% ❌ 306,316 -274,584 -47.3% 1.26% $136.0M 2024-05-13 $438.27
2024 Q1 ADDED — — — 580,900 +579,000 +30473.7% 2.38% $257.9M 2024-05-13 $438.27
2024 Q1 REDUCED 99.6% +8.7% ❌ 1,900 -513,633 -99.6% 0.01% $844K 2024-05-13 $438.27
2023 Q4 REDUCED 25.7% +8.8% ❌ 515,533 -178,367 -25.7% 1.38% $211.1M 2024-02-14 $427.95
2023 Q4 ADDED — — — 693,900 +568,900 +455.1% 1.85% $284.2M 2024-02-14 $427.95
2023 Q4 REDUCED 76.4% +8.8% ❌ 125,000 -405,623 -76.4% 0.33% $51.2M 2024-02-14 $427.95
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QQQ

As of 2026 Q1 — sorted by position size

SHCP, LLC 100.0% Glenorchy Capital Ltd 76.25% ICG Advisors, LLC 70.54% Artemis Wealth Advisors, LLC 3Y 69.46% Industrial Alliance Investment Management Inc. 3Y 69.45% SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3Y 7Y 68.69% CARNEGIE MELLON UNIVERSITY 3Y 54.82% Anchor Capital Management Group Inc 53.19% Miura Global Management, LLC 3Y 7Y 51.5% 180 GPS Investments IC Ltd 50.15%

FAQ About Jefferies Financial Group Inc. and QQQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning QQQ?

Jefferies Financial Group Inc. reported QQQ across 30 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported QQQ position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for QQQ was 2.38% in 2024 Q1.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 433,345 shares, equal to 1.71% of portfolio, with an estimated market value of $250.1M.

What does the chart on this QQQ ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly QQQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their QQQ position?

Based on 13F filing dates vs. subsequent QQQ price moves, Jefferies Financial Group Inc. correctly timed 48 out of 98 reported position changes (49%). The annualised alpha on QQQ relative to SPY over the holding period was +5.2%.

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