Chicago Partners Investment Group LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1563525
CHICAGO, IL
Position in JEF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,463,164
+$907,877 QoQ
Shares Held
29,275
+117.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#210
of 581 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $25,575,686 across 20 Capital Markets names. JEF ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
130,327 | $5,959,853 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,663 | $4,716,018 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,381 | $3,449,144 | |
| 4 | MS |
Morgan Stanley
|
13,460 | $2,813,678 | |
| 5 | EVR |
Evercore Inc.
|
4,769 | $1,628,327 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
29,275 | $1,463,164 | |
| 7 | HIVE |
HIVE Digital Technologies Ltd.
|
179,325 | $652,743 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
20,902 | $641,900 |
All Filings in JEF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,463,164 | 29,275 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $555,287 | 13,455 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $497,866 | 8,034 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $271,427 | 4,149 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||