Parallel Advisors, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1690010 SAN FRANCISCO, CA

Position in JEF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$481,757

-$200,105 QoQ

Shares Held

9,639

-41.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#319

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. JEF ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	57,472	$12,013,946
2	GS	Goldman Sachs Group Inc	7,586	$7,672,252
3	HOOD	Robinhood Markets, Inc.	75,344	$7,555,496
4	SCHW	Schwab Charles Corp	37,553	$3,465,015
5	LPLA	LPL Financial Holdings Inc.	2,615	$736,593
6	IBKR	Interactive Brokers Group, Inc.	7,071	$615,459
7	JEF	Jefferies Financial Group Inc. This page	9,639	$481,757
8	EVR	Evercore Inc.	986	$336,659

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,757	9,639	-41.7%	Shares	Sole	2026-08-05
2026-03-31	$681,862	16,522	-32.9%	Shares	Sole	2026-05-07
2025-12-31	$1,525,577	24,618	+133.4%	Shares	Sole	2026-02-11
2025-09-30	$689,919	10,546	+1.8%	Shares	Sole	2025-11-13
2025-06-30	$566,533	10,359	+51.2%	Shares	Sole	2025-07-08
2025-03-31	$367,008	6,851	+285.8%	Shares	Sole	2025-04-08
2024-12-31	$139,238	1,776	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$110,297	1,792	+26.0%	Shares	Sole	2024-11-13
2024-06-30	$70,758	1,422	+4.7%	Shares	Sole	2024-08-08
2024-03-31	$59,887	1,358	+1.3%	Shares	Sole	2024-05-06
2023-12-31	$54,189	1,341	-22.8%	Shares	Sole	2024-02-12
2023-09-30	$63,662	1,738	+3.8%	Shares	Sole	2024-05-20
2023-06-30	$55,526	1,674	-12.8%	Shares	Sole	2024-05-20
2023-03-31	$60,940	1,920	+19.7%	Shares	Sole	2024-05-20
2022-12-31	$54,985	1,604	-7.3%	Shares	Sole	2023-02-06
2022-09-30	$51,064	1,731	+45.6%	Shares	Sole	2022-11-10
2022-06-30	$32,840	1,189	+64.5%	Shares	Sole	2022-08-01
2022-03-31	$23,750	723	-4.6%	Shares	Sole	2022-04-28
2021-12-31	$29,410	758	-0.9%	Shares	Sole	2022-01-20
2021-09-30	$28,404	765	+22.6%	Shares	Sole	2021-11-02
2021-06-30	$21,340	624	+11.0%	Shares	Sole	2021-08-06
2021-03-31	$16,916	562	0.0%	Shares	Sole	2021-04-23
2020-12-31	$13,825	562	0.0%	Shares	Sole	2021-02-02
2020-09-30	$10,115	562	+6.6%	Shares	Sole	2020-10-27
2020-06-30	$8,194	527	-58.9%	Shares	Sole	2020-07-16
2020-03-31	$17,524	1,282	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.