Focus Partners Wealth

Position in JEF — Jefferies Financial Group Inc.

CIK 1542153 ST LOUIS, MO

Position in JEF

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,912,283

+$2,900,208 QoQ

Shares Held

218,333

+12.5% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#77

of 581 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $719,342,910 across 26 Capital Markets names. JEF ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	257,173	$260,097,057
2	SCHW	Schwab Charles Corp	2,498,544	$230,540,654
3	MS	Morgan Stanley	345,268	$72,174,822
4	VIRT	Virtu Financial, Inc.	1,051,137	$62,616,231
5	TW	Tradeweb Markets Inc.	392,874	$39,153,822
6	EVR	Evercore Inc.	32,650	$11,148,016
7	JEF	Jefferies Financial Group Inc. This page	218,333	$10,912,283
8	HOOD	Robinhood Markets, Inc.	80,655	$8,088,083

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,912,283	218,333	+12.5%	Shares	Sole	2026-08-12
2026-03-31	$8,012,075	194,138	+6.4%	Shares	Sole	2026-05-15
2025-12-31	$11,309,648	182,502	+13.1%	Shares	Sole	2026-02-13
2025-09-30	$10,560,750	161,430	-6.7%	Shares	Sole	2025-11-14
2025-06-30	$9,467,003	173,103	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$9,786,221	182,681	-31.9%	Shares	Sole	2025-05-20
2024-12-31	$21,038,012	268,342	+3.3%	Shares	Sole	2025-05-20
2024-09-30	$15,987,181	259,743	-2.4%	Shares	Sole	2024-11-14
2024-06-30	$13,246,908	266,216	-0.4%	Shares	Sole	2024-08-15
2024-03-31	$11,788,900	267,322	+5.5%	Shares	Sole	2024-05-16
2023-12-31	$10,241,389	253,437	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.