Modera Wealth Management, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1542143 WESTWOOD, NJ

Position in JEF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,193,372

+$133,353 QoQ

Shares Held

23,877

-7.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#233

of 581 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $19,159,241 across 4 Capital Markets names. JEF ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	137,947	$12,728,369
2	GS	Goldman Sachs Group Inc	3,281	$3,318,304
3	MS	Morgan Stanley	9,181	$1,919,196
4	JEF	Jefferies Financial Group Inc. This page	23,877	$1,193,372

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,193,372	23,877	-7.0%	Shares	Sole	2026-08-03
2026-03-31	$1,060,019	25,685	-2.3%	Shares	Sole	2026-05-06
2025-12-31	$1,628,385	26,277	-2.7%	Shares	Sole	2026-01-21
2025-09-30	$1,767,059	27,011	-10.8%	Shares	Sole	2025-10-31
2025-06-30	$1,655,849	30,277	-0.2%	Shares	Sole	2025-08-06
2025-03-31	$1,624,456	30,324	-1.1%	Shares	Sole	2025-05-08
2024-12-31	$2,402,960	30,650	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$1,880,660	30,555	-65.3%	Shares	Sole	2024-10-24
2024-06-30	$4,377,387	87,970	-10.2%	Shares	Sole	2024-07-29
2024-03-31	$4,318,051	97,915	-3.2%	Shares	Sole	2024-05-14
2023-12-31	$4,087,713	101,156	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$3,858,421	105,335	-9.9%	Shares	Sole	2023-11-30
2023-06-30	$3,876,014	116,853	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.