BFSG, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1706836 IRVINE, CA

Position in JEF

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

Position Value

$316,123

+$46,837 QoQ

Shares Held

6,325

-3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#366

of 581 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BFSG, LLC holds $782,808 across 6 Capital Markets names. JEF ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JEF	Jefferies Financial Group Inc. This page	6,325	$316,123
2	BGC	BGC Group, Inc.	24,470	$261,584
3	MS	Morgan Stanley	595	$124,378
4	HOOD	Robinhood Markets, Inc.	575	$57,661
5	GS	Goldman Sachs Group Inc	12	$12,136
6	EVR	Evercore Inc.	32	$10,926

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,123	6,325	-3.1%	Shares	Sole	2026-07-20
2026-03-31	$269,286	6,525	+17.6%	Shares	Sole	2026-04-29
2025-12-31	$343,933	5,550	+0.5%	Shares	Sole	2026-01-22
2025-09-30	$361,380	5,524	-3.0%	Shares	Sole	2025-10-29
2025-06-30	$311,404	5,694	+5.6%	Shares	Sole	2025-07-15
2025-03-31	$288,956	5,394	-6.4%	Shares	Sole	2025-04-18
2024-12-31	$451,897	5,764	-31.0%	Shares	Sole	2025-01-31
2024-09-30	$514,311	8,356	-13.1%	Shares	Sole	2024-10-16
2024-06-30	$478,740	9,621	-18.5%	Shares	Sole	2024-07-29
2024-03-31	$520,865	11,811	-9.3%	Shares	Sole	2024-04-23
2023-12-31	$526,380	13,026	-1.5%	Shares	Sole	2024-04-23
2023-09-30	$484,285	13,221	—	Shares	Sole	2023-10-20
No filing history on record for this holder in this stock.