Checchi Capital Advisers, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1598186
BEVERLY HILLS, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$239,154
-$47,829 QoQ
Shares Held
4,785
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#406
of 581 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $16,484,462 across 8 Capital Markets names. JEF ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,022 | $10,135,950 | |
| 2 | MS |
Morgan Stanley
|
15,974 | $3,339,204 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,640 | $1,350,832 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
8,584 | $860,803 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,358 | $292,280 | |
| 6 | JEF |
Jefferies Financial Group Inc.
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|
4,785 | $239,154 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
12,570 | $167,306 | |
| 8 | NMR |
Nomura Holdings Inc
|
11,268 | $98,933 |
All Filings in JEF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,154 | 4,785 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $286,983 | 4,631 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $296,352 | 4,530 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $249,605 | 4,564 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $272,617 | 5,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $398,977 | 5,089 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $412,754 | 6,706 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $333,690 | 6,706 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $297,630 | 6,749 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $272,727 | 6,749 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $241,208 | 6,585 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $218,424 | 6,585 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $211,071 | 6,650 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $215,175 | 6,277 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $172,211 | 6,235 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $202,816 | 6,174 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $221,121 | 5,699 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $211,603 | 5,699 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||