Janney Montgomery Scott LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1329948
PHILADELPHIA, PA
Position in JEF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$332,566
+$60,638 QoQ
Shares Held
6,654
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 581 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $338,610,595 across 24 Capital Markets names. JEF ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,763 | $148,431,695 | |
| 2 | MS |
Morgan Stanley
|
430,401 | $89,971,025 | |
| 3 | SCHW |
Schwab Charles Corp
|
391,803 | $36,151,662 | |
| 4 | EVR |
Evercore Inc.
|
47,468 | $16,207,473 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
157,787 | $13,733,780 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
78,230 | $7,844,904 | |
| 7 | SNEX |
StoneX Group Inc.
|
69,972 | $5,527,788 | |
| 8 | MC |
Moelis & Co
|
69,982 | $4,578,222 |
All Filings in JEF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,566 | 6,654 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,928 | 6,589 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $348,953 | 5,631 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $385,127 | 5,887 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $345,914 | 6,325 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $263,671 | 4,922 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $325,673 | 4,154 | Shares | Sole | 2025-01-17 | |
| 2023-03-31 | $785,755 | 24,756 | Shares | Sole | 2023-04-28 | |
| 2022-06-30 | $307,190 | 11,122 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $812,545 | 24,735 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,358,194 | 35,005 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $499,175 | 13,444 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $376,610 | 11,012 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $443,858 | 18,043 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $292,154 | 18,788 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $397,727 | 29,095 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||