Sequoia Financial Advisors, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1599900 Akron, OH

Position in JEF

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$9,143,041

+$2,016,951 QoQ

Shares Held

182,934

+5.9% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#85

of 581 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $279,080,076 across 24 Capital Markets names. JEF ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	153,522	$155,267,545
2	MS	Morgan Stanley	280,037	$58,538,934
3	SCHW	Schwab Charles Corp	327,673	$30,234,387
4	JEF	Jefferies Financial Group Inc. This page	182,934	$9,143,041
5	TW	Tradeweb Markets Inc.	77,150	$7,688,769
6	EVR	Evercore Inc.	21,658	$7,394,907
7	HOOD	Robinhood Markets, Inc.	35,742	$3,584,207
8	IBKR	Interactive Brokers Group, Inc.	14,304	$1,245,020

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,143,041	182,934	+5.9%	Shares	Sole	2026-07-17
2026-03-31	$7,126,090	172,670	-2.2%	Shares	Sole	2026-04-30
2025-12-31	$10,944,211	176,605	+3.3%	Shares	Sole	2026-02-03
2025-09-30	$11,185,969	170,987	+0.9%	Shares	Sole	2025-10-29
2025-06-30	$9,266,947	169,445	+13.9%	Shares	Sole	2025-07-25
2025-03-31	$7,966,769	148,717	+23.9%	Shares	Sole	2025-04-23
2024-09-30	$7,386,430	120,007	+1534.8%	Shares	Sole	2024-10-21
2024-06-30	$365,288	7,341	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$323,076	7,326	-10.6%	Shares	Sole	2024-04-30
2023-12-31	$331,200	8,196	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.