North Star Investment Management Corp.
Position in JEF — Jefferies Financial Group Inc.
CIK 1342857
CHICAGO, IL
Position in JEF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,995
+$2,091 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#500
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $6,328,796 across 19 Capital Markets names. JEF ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,764 | $4,818,166 | |
| 2 | MS |
Morgan Stanley
|
4,746 | $992,103 | |
| 3 | LAZ |
Lazard, Inc.
|
8,125 | $340,762 | |
| 4 | SCHW |
Schwab Charles Corp
|
594 | $54,808 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
251 | $25,170 | |
| 6 | HUT |
Hut 8 Corp.
|
200 | $23,089 | |
| 7 | IREN |
IREN Ltd
|
450 | $20,578 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
200 | $12,526 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,995 | 240 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,904 | 240 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,872 | 240 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,700 | 240 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,125 | 240 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $12,856 | 240 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $18,816 | 240 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,696 | 320 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,913 | 360 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $18,081 | 410 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $18,588 | 460 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,849 | 460 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $15,258 | 460 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $14,600 | 460 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $17,140 | 500 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $14,750 | 500 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,810 | 500 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $16,425 | 500 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $19,400 | 500 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $18,564 | 500 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $17,100 | 500 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $15,050 | 500 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $12,300 | 500 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $8,999 | 500 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,775 | 500 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,834 | 500 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||