Steward Partners Investment Advisory, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1723397
STAMFORD, CT
Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$273,790
+$31,990 QoQ
Shares Held
5,478
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 581 holders
Holding Since
Sep 2020
24 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, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. JEF ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in JEF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,790 | 5,478 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $241,800 | 5,859 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $156,288 | 2,522 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $179,643 | 2,746 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $182,172 | 3,331 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $161,888 | 3,022 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $248,920 | 3,175 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $172,340 | 2,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $80,213 | 1,612 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $77,130 | 1,749 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,615 | 1,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $54,945 | 1,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $49,755 | 1,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $47,610 | 1,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $51,420 | 1,500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $44,250 | 1,500 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $41,430 | 1,500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $49,275 | 1,500 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $58,200 | 1,500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $55,694 | 1,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $51,300 | 1,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $48,160 | 1,600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $36,900 | 1,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $26,999 | 1,500 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||