Wellington Shields Capital Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1506071
NEW YORK, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,394,442
+$201,739 QoQ
Shares Held
27,900
-3.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#216
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, 2026Wellington Shields Capital Management, LLC holds $7,272,009 across 4 Capital Markets names. JEF ranks #3 (19.2% of the industry book) .
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,442 | 27,900 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,192,703 | 28,900 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,790,933 | 28,900 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,890,638 | 28,900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,580,541 | 28,900 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,499,960 | 28,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,195,200 | 28,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,723,400 | 28,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,393,280 | 28,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,234,800 | 28,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,131,480 | 28,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,025,640 | 28,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $928,760 | 28,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $888,720 | 28,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $959,840 | 28,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $826,000 | 28,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $773,361 | 28,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $919,801 | 28,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,086,400 | 28,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,039,676 | 28,001 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $957,600 | 28,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $842,800 | 28,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $701,101 | 28,500 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $523,799 | 29,100 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $452,506 | 29,100 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $410,098 | 30,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||