Ameritas Investment Partners, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1055980
LINCOLN, NE
Position in JEF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,923,882
-$951,463 QoQ
Shares Held
46,617
+0.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $25,615,019 across 26 Capital Markets names. JEF ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
42,133 | $6,933,826 | |
| 2 | SF |
Stifel Financial Corp
|
49,715 | $3,674,932 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
17,161 | $2,464,662 | |
| 4 | GS |
Goldman Sachs Group Inc
|
2,684 | $2,270,637 | |
| 5 | EVR |
Evercore Inc.
|
7,125 | $2,126,883 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
46,617 | $1,923,882 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,950 | $1,405,001 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,968 | $721,978 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,923,882 | 46,617 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,875,345 | 46,399 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,172,150 | 48,489 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,775,079 | 50,742 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,739,568 | 51,140 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,549,332 | 32,517 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,049,922 | 33,305 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,795,390 | 36,081 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,639,197 | 37,170 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,502,039 | 37,170 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,451,903 | 39,637 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,546,717 | 46,630 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,462,007 | 46,062 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,621,959 | 47,315 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,410,838 | 47,825 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,427,569 | 51,686 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,697,887 | 51,686 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,031,180 | 52,350 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,943,753 | 52,350 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,849,229 | 54,071 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $1,671,062 | 55,517 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,406,703 | 57,183 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,100,519 | 61,140 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,015,837 | 65,327 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $912,333 | 66,740 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||