SIGNATUREFD, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1456048 ATLANTA, GA

Position in JEF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$159,985

+$1,756 QoQ

Shares Held

3,201

-16.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#435

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. JEF ranks #14 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,074	$7,154,431
2	MS	Morgan Stanley	30,969	$6,473,759
3	SCHW	Schwab Charles Corp	31,293	$2,887,405
4	SBET	Sharplink, Inc.	400,200	$1,920,960
5	HOOD	Robinhood Markets, Inc.	11,593	$1,162,546
6	NMR	Nomura Holdings Inc	130,195	$1,143,112
7	IBKR	Interactive Brokers Group, Inc.	4,951	$430,935
8	LPLA	LPL Financial Holdings Inc.	1,286	$362,240

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,985	3,201	-16.5%	Shares	Sole	2026-07-24
2026-03-31	$158,229	3,834	-23.2%	Shares	Sole	2026-04-07
2025-12-31	$309,168	4,989	+2.6%	Shares	Sole	2026-01-20
2025-09-30	$318,202	4,864	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$264,808	4,842	+0.5%	Shares	Sole	2025-07-16
2025-03-31	$257,993	4,816	+1.6%	Shares	Sole	2025-05-02
2024-12-31	$371,616	4,740	-5.0%	Shares	Sole	2025-02-10
2024-09-30	$307,257	4,992	-0.7%	Shares	Sole	2024-10-21
2024-06-30	$250,193	5,028	+0.4%	Shares	Sole	2024-07-29
2024-03-31	$220,941	5,010	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$201,767	4,993	-3.3%	Shares	Sole	2024-02-01
2023-09-30	$189,120	5,163	+7.9%	Shares	Sole	2023-11-03
2023-06-30	$158,751	4,786	+3.6%	Shares	Sole	2023-08-01
2023-03-31	$146,638	4,620	+1.8%	Shares	Sole	2023-04-28
2022-12-31	$155,528	4,537	+3.1%	Shares	Sole	2023-01-30
2022-09-30	$129,770	4,399	+12.0%	Shares	Sole	2022-11-08
2022-06-30	$108,519	3,929	+49.3%	Shares	Sole	2022-08-10
2022-03-31	$86,461	2,632	+24.0%	Shares	Sole	2022-05-02
2021-12-31	$82,333	2,122	-0.0%	Shares	Sole	2022-01-25
2021-09-30	$78,826	2,123	-0.7%	Shares	Sole	2021-10-28
2021-06-30	$73,085	2,137	+1.0%	Shares	Sole	2021-07-26
2021-03-31	$63,691	2,116	+0.6%	Shares	Sole	2021-04-30
2020-12-31	$51,758	2,104	+0.6%	Shares	Sole	2021-02-11
2020-09-30	$37,637	2,091	+9.3%	Shares	Sole	2020-11-03
2020-06-30	$29,747	1,913	-55.4%	Shares	Sole	2020-07-30
2020-03-31	$58,671	4,292	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.