BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in JEF — Jefferies Financial Group Inc.
CIK 1654599
MORRISTOWN, NJ
Position in JEF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$305,477
-$476,878 QoQ
Shares Held
6,112
-67.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 581 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $57,442,830 across 8 Capital Markets names. JEF ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
228,589 | $47,784,244 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,056 | $9,158,966 | |
| 3 | JEF |
Jefferies Financial Group Inc.
This page
|
6,112 | $305,477 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,264 | $110,018 | |
| 5 | SCHW |
Schwab Charles Corp
|
350 | $32,294 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
700 | $26,012 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
250 | $25,070 | |
| 8 | ABTC |
American Bitcoin Corp.
|
73 | $749 |
All Filings in JEF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,477 | 6,112 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $782,355 | 18,957 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,757,744 | 173,596 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,925,990 | 167,013 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,748,212 | 159,960 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,966,930 | 148,720 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,496,638 | 172,151 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,060,039 | 163,445 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,957,967 | 159,927 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,995,583 | 158,630 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,062,106 | 150,015 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,569,005 | 152,034 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,032,685 | 151,724 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,817,497 | 151,780 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,833,964 | 141,014 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,227,028 | 143,289 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,144,913 | 150,069 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,599,860 | 140,026 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,637,074 | 93,739 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,217,051 | 86,643 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||