WITTENBERG INVESTMENT MANAGEMENT, INC.
Position in JEF — Jefferies Financial Group Inc.
CIK 1697790
CARLISLE, MA
Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,842,962
+$312,919 QoQ
Shares Held
36,874
-0.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#186
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WITTENBERG INVESTMENT MANAGEMENT, INC. holds $3,482,392 across 2 Capital Markets names. JEF ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
This page
|
36,874 | $1,842,962 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,621 | $1,639,430 |
All Filings in JEF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,842,962 | 36,874 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,530,043 | 37,074 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,297,475 | 37,074 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,438,465 | 37,274 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,054,922 | 37,574 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,044,766 | 38,170 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,117,968 | 39,770 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,796,647 | 45,437 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,745,010 | 55,165 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,432,776 | 55,165 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,229,217 | 55,165 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,124,283 | 57,993 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $1,883,823 | 56,793 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $1,966,578 | 61,959 | Shares | Other | 2024-02-09 | |
| 2022-12-31 | $2,158,236 | 62,959 | Shares | Other | 2024-02-09 | |
| 2022-09-30 | $1,870,183 | 63,396 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,751,000 | 63,396 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,825,082 | 55,558 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $2,197,399 | 56,634 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $2,331,167 | 62,784 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $2,242,973 | 65,584 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,974,079 | 65,584 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $2,225,811 | 90,480 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,707,655 | 205,981 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $3,876,641 | 249,301 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $3,407,935 | 249,301 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||