RITHOLTZ WEALTH MANAGEMENT
Position in JEF — Jefferies Financial Group Inc.
CIK 1698218
NEW YORK, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$272,091
-$51,454 QoQ
Shares Held
5,444
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#385
of 581 holders
Holding Since
Sep 2024
7 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $39,100,689 across 16 Capital Markets names. JEF ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,246 | $12,385,237 | |
| 2 | MS |
Morgan Stanley
|
41,371 | $8,648,193 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
151,276 | $4,645,685 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,470 | $3,155,811 | |
| 5 | SCHW |
Schwab Charles Corp
|
29,058 | $2,681,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
22,395 | $1,949,260 | |
| 7 | HUT |
Hut 8 Corp.
|
13,092 | $1,511,405 | |
| 8 | SNEX |
StoneX Group Inc.
|
12,117 | $957,243 |
All Filings in JEF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,091 | 5,444 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $323,545 | 5,221 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $212,549 | 3,249 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $250,425 | 4,579 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $240,529 | 4,490 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $353,505 | 4,509 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $228,658 | 3,715 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||