West Family Investments, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1568303
CARLSBAD, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$368,202
New position
Shares Held
7,367
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#347
of 581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $4,427,759 across 10 Capital Markets names. JEF ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,702 | $982,906 | |
| 2 | GS |
Goldman Sachs Group Inc
|
866 | $875,846 | |
| 3 | EVR |
Evercore Inc.
|
1,491 | $509,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,809 | $443,726 | |
| 5 | JEF |
Jefferies Financial Group Inc.
This page
|
7,367 | $368,202 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,327 | $331,568 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,714 | $308,011 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
4,295 | $255,853 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,202 | 7,367 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||