PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in JEF — Jefferies Financial Group Inc.

CIK 1071640 NEW YORK, NY

Position in JEF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,115,753

+$193,452 QoQ

Shares Held

22,324

-0.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#235

of 581 holders

Holding Since

Mar 2024

10 quarters on record

Financial Services · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $62,832,041 across 15 Capital Markets names. JEF ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,690	$17,891,135
2	HOOD	Robinhood Markets, Inc.	162,647	$16,310,241
3	MS	Morgan Stanley	73,558	$15,376,564
4	SCHW	Schwab Charles Corp	44,419	$4,098,541
5	SF	Stifel Financial Corp	25,413	$1,773,065
6	PIPR	Piper Sandler Companies	20,803	$1,504,889
7	IBKR	Interactive Brokers Group, Inc.	14,828	$1,290,629
8	JEF	Jefferies Financial Group Inc. This page	22,324	$1,115,753

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,753	22,324	-0.1%	Shares	Sole	2026-07-20
2026-03-31	$922,301	22,348	-6.9%	Shares	Sole	2026-04-07
2025-12-31	$1,487,589	24,005	-2.6%	Shares	Sole	2026-01-05
2025-09-30	$1,612,799	24,653	-1.2%	Shares	Sole	2025-10-23
2025-06-30	$1,364,023	24,941	-2.3%	Shares	Sole	2025-07-14
2025-03-31	$1,367,588	25,529	-25.1%	Shares	Sole	2025-04-14
2024-12-31	$2,672,499	34,088	+39.1%	Shares	Sole	2025-01-14
2024-09-30	$1,508,344	24,506	-1.8%	Shares	Sole	2024-10-03
2024-06-30	$1,242,158	24,963	+1.9%	Shares	Sole	2024-07-09
2024-03-31	$1,080,229	24,495	—	Shares	Sole	2024-04-10
No filing history on record for this holder in this stock.