INTECH INVESTMENT MANAGEMENT LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1086318 WEST PALM BEACH, FL

Position in JEF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,710,065

-$2,776,492 QoQ

Shares Held

54,223

-59.2% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#153

of 581 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INTECH INVESTMENT MANAGEMENT LLC holds $129,571,516 across 30 Capital Markets names. JEF ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	37,461	$37,886,931
2	SCHW	Schwab Charles Corp	325,487	$30,032,685
3	MS	Morgan Stanley	72,476	$15,150,382
4	TW	Tradeweb Markets Inc.	46,613	$4,645,451
5	PIPR	Piper Sandler Companies	62,114	$4,493,326
6	HLI	Houlihan Lokey, Inc.	33,386	$4,478,064
7	BGC	BGC Group, Inc.	347,503	$3,714,807
8	JEF	Jefferies Financial Group Inc. This page	54,223	$2,710,065

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,710,065	54,223	-59.2%	Shares	Sole	2026-08-10
2026-03-31	$5,486,557	132,943	+0.5%	Shares	Sole	2026-05-08
2025-12-31	$8,196,338	132,263	+95.7%	Shares	Sole	2026-02-10
2025-09-30	$4,421,149	67,581	-77.0%	Shares	Sole	2025-11-12
2025-06-30	$16,102,650	294,435	-8.1%	Shares	Sole	2025-08-08
2025-03-31	$17,170,417	320,523	+63.8%	Shares	Sole	2025-05-20
2024-12-31	$15,340,528	195,670	+612.4%	Shares	Sole	2025-02-11
2024-09-30	$1,690,593	27,467	-54.5%	Shares	Sole	2024-11-08
2024-06-30	$3,000,876	60,307	+293.6%	Shares	Sole	2024-08-12
2023-12-31	$619,081	15,320	-51.0%	Shares	Sole	2024-10-18
2023-09-30	$1,145,017	31,259	+302.3%	Shares	Sole	2024-10-18
2023-06-30	$257,764	7,771	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.