IFP Advisors, Inc

Position in JEF — Jefferies Financial Group Inc.

CIK 1641866 TAMPA, FL

Position in JEF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$232,207

+$79,055 QoQ

Shares Held

4,646

+25.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#410

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. JEF ranks #13 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,172	$9,276,285
2	SCHW	Schwab Charles Corp	62,623	$5,778,224
3	MS	Morgan Stanley	21,762	$4,549,128
4	HOOD	Robinhood Markets, Inc.	12,430	$1,246,480
5	HUT	Hut 8 Corp.	5,601	$646,607
6	SF	Stifel Financial Corp	6,018	$419,875
7	WULF	Terawulf Inc.	15,124	$373,562
8	PWP	Perella Weinberg Partners	21,354	$340,809

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,207	4,646	+25.2%	Shares	Sole	2026-07-20
2026-03-31	$153,152	3,711	+37.2%	Shares	Sole	2026-04-13
2025-12-31	$167,566	2,704	+114.9%	Shares	Sole	2026-02-06
2025-09-30	$82,298	1,258	+104.2%	Shares	Sole	2026-02-06
2025-06-30	$33,689	616	-55.6%	Shares	Sole	2025-07-24
2025-03-31	$74,301	1,387	+87.9%	Shares	Sole	2025-05-05
2024-12-31	$57,859	738	+758.1%	Shares	Sole	2025-02-04
2024-09-30	$5,293	86	-80.1%	Shares	Sole	2025-02-04
2024-06-30	$21,496	432	0.0%	Shares	Sole	2024-07-30
2024-03-31	$19,051	432	+10.2%	Shares	Sole	2024-07-30
2023-12-31	$15,840	392	-20.2%	Shares	Sole	2024-01-09
2023-09-30	$17,985	491	-62.0%	Shares	Sole	2023-10-12
2023-06-30	$42,822	1,291	-5.6%	Shares	Sole	2023-08-04
2023-03-31	$43,420	1,368	-20.4%	Shares	Sole	2023-04-18
2022-12-31	$48	1,718	-94.3%	Shares	Sole	2023-02-07
2022-09-30	$892,995	30,271	+0.7%	Shares	Sole	2022-11-08
2022-06-30	$830,590	30,072	+2913.2%	Shares	Sole	2022-09-06
2022-03-31	$32,784	998	+15.4%	Shares	Sole	2022-08-08
2021-12-31	$33,562	865	-85.3%	Shares	Sole	2022-01-12
2021-09-30	$218,361	5,881	-54.0%	Shares	Sole	2021-10-06
2021-06-30	$437,486	12,792	-10.3%	Shares	Sole	2021-07-13
2021-03-31	$429,196	14,259	+329.5%	Shares	Sole	2021-04-30
2020-12-31	$81,672	3,320	+2.1%	Shares	Sole	2021-01-25
2020-09-30	$58,553	3,253	+4.4%	Shares	Sole	2020-10-29
2020-06-30	$48,438	3,115	-4.6%	Shares	Sole	2020-08-05
2020-03-31	$44,618	3,264	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.