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Equibles

Joel Isaacson & Co., LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1599330 NEW YORK, NY
Back to JEF Full portfolio

Position in JEF

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$995,351
+$174,986 QoQ
Shares Held
19,915
+0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#253
of 586 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in JEF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $24,041,833 across 9 Capital Markets names. JEF ranks #3 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 9,873 $9,985,256
2 MS
Morgan Stanley
 46,639 $9,749,416
3 JEF
Jefferies Financial Group Inc.
This page 		19,915 $995,351
4 IBKR
Interactive Brokers Group, Inc.
 9,980 $868,659
5 SCHW
Schwab Charles Corp
 8,812 $813,083
6 HOOD
Robinhood Markets, Inc.
 7,028 $704,767
7 ETOR
eToro Group Ltd.
 14,000 $552,580
8 EVR
Evercore Inc.
 1,026 $350,317

All Filings in JEF

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $995,351 19,915
2026-03-31 $820,365 19,878
2025-12-31 $1,229,236 19,836
2025-09-30 $1,297,605 19,835
2025-06-30 $821,717 15,025
2025-03-31 $804,889 15,025
2024-12-31 $1,177,960 15,025
2024-09-30 $924,788 15,025
2024-06-30 $747,644 15,025
2024-03-31 $683,550 15,500
2023-12-31 $626,355 15,500
2023-09-30 $567,765 15,500
2023-06-30 $514,135 15,500
2023-03-31 $491,970 15,500
2022-12-31 $531,340 15,500
2022-09-30 $442,500 15,000
2022-06-30 $414,300 15,000
2022-03-31 $492,750 15,000
2021-12-31 $582,000 15,000
2021-09-30 $556,949 15,000
2021-06-30 $513,000 15,000
2021-03-31 $451,500 15,000
2020-12-31 $359,160 14,600
2020-09-30 $262,799 14,600
2020-06-30 $227,030 14,600
2020-03-31 $199,581 14,600