Poehling Capital Management, INC.
Position in JEF — Jefferies Financial Group Inc.
CIK 1730815
Madison, WI
Position in JEF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,115,302
+$1,054,280 QoQ
Shares Held
122,355
-0.2% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#112
of 581 holders
Holding Since
Mar 2020
26 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, 2026Poehling Capital Management, INC. holds $23,423,754 across 3 Capital Markets names. JEF ranks #2 (26.1% of the industry book) .
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,115,302 | 122,355 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,061,022 | 122,632 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,622,000 | 122,995 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,100,108 | 123,817 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,800,428 | 124,345 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,362,401 | 118,768 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,137,363 | 116,548 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $7,275,702 | 118,208 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,981,997 | 120,217 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,392,592 | 122,281 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,946,022 | 122,396 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,503,511 | 122,946 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,056,591 | 122,297 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,871,581 | 121,978 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,198,344 | 122,472 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,654,934 | 123,896 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,471,867 | 125,701 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,135,164 | 125,880 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,868,858 | 125,486 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,723,154 | 127,206 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,351,541 | 127,238 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,779,086 | 125,551 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,144,721 | 127,834 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,311,540 | 128,419 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,005,504 | 128,971 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,803,437 | 131,927 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||