MV CAPITAL MANAGEMENT, INC.
Position in JEF — Jefferies Financial Group Inc.
CIK 1633366
BETHESDA, MD
Position in JEF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$99
+$58 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
of 581 holders
Holding Since
Dec 2023
11 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,210,292 across 17 Capital Markets names. JEF ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
804 | $813,141 | |
| 2 | MS |
Morgan Stanley
|
960 | $200,678 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,534 | $141,542 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
367 | $36,802 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
22 | $6,196 | |
| 6 | XP |
XP Inc.
|
249 | $4,048 | |
| 7 | TW |
Tradeweb Markets Inc.
|
23 | $2,292 | |
| 8 | NMR |
Nomura Holdings Inc
|
211 | $1,852 |
All Filings in JEF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99 | 2 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $41 | 1 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $123 | 2 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $130 | 2 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $109 | 2 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $267 | 5 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $78 | 1 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $61 | 1 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $49 | 1 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $44 | 1 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $40 | 1 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||