Gradient Investments LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1542265 ARDEN HILLS, MN

Position in JEF

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$15,438,522

+$2,998,052 QoQ

Shares Held

308,894

+2.5% QoQ

Ownership

0.134%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#66

of 581 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $164,378,799 across 7 Capital Markets names. JEF ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	70,680	$71,483,631
2	MS	Morgan Stanley	318,659	$66,612,477
3	JEF	Jefferies Financial Group Inc. This page	308,894	$15,438,522
4	NMR	Nomura Holdings Inc	638,711	$5,607,882
5	LPLA	LPL Financial Holdings Inc.	11,655	$3,282,980
6	SF	Stifel Financial Corp	26,347	$1,838,230
7	BGC	BGC Group, Inc.	10,765	$115,077

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,438,522	308,894	+2.5%	Shares	Sole	2026-07-08
2026-03-31	$12,440,470	301,441	+3.3%	Shares	Sole	2026-04-13
2025-12-31	$18,081,606	291,780	+807.1%	Shares	Sole	2026-01-08
2025-09-30	$2,104,234	32,165	-12.1%	Shares	Sole	2025-10-06
2025-06-30	$2,002,200	36,610	+104500.0%	Shares	Sole	2025-07-08
2023-12-31	$1,414	35	0.0%	Shares	Sole	2024-01-18
2023-09-30	$1,282	35	0.0%	Shares	Sole	2023-10-27
2023-06-30	$1,160	35	-91.1%	Shares	Sole	2023-07-11
2022-09-30	$11,623	394	+591.2%	Shares	Sole	2022-10-14
2021-12-31	$2,211	57	+2750.0%	Shares	Sole	2022-01-12
2021-03-31	$60	2	0.0%	Shares	Sole	2021-04-21
2020-12-31	$49	2	0.0%	Shares	Sole	2021-01-08
2020-09-30	$35	2	0.0%	Shares	Sole	2020-10-06
2020-06-30	$31	2	0.0%	Shares	Sole	2020-07-10
2020-03-31	$27	2	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.