Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Position in JEF — Jefferies Financial Group Inc.

CIK 1748861 CONCORD, MA

Position in JEF

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$473,110

+$82,614 QoQ

Shares Held

9,466

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#320

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $3,943,919 across 6 Capital Markets names. JEF ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IREN	IREN Ltd	26,346	$1,204,802
2	GS	Goldman Sachs Group Inc	969	$980,017
3	MS	Morgan Stanley	2,576	$538,487
4	JEF	Jefferies Financial Group Inc. This page	9,466	$473,110
5	LAZ	Lazard, Inc.	9,034	$378,885
6	SCHW	Schwab Charles Corp	3,995	$368,618

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,110	9,466	+0.0%	Shares	Sole	2026-07-09
2026-03-31	$390,496	9,462	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$584,501	9,432	-1.0%	Shares	Sole	2026-02-13
2025-09-30	$623,190	9,526	+0.7%	Shares	Sole	2025-10-24
2025-06-30	$517,367	9,460	+0.1%	Shares	Sole	2025-08-04
2025-03-31	$506,236	9,450	+1.1%	Shares	Sole	2025-04-21
2024-12-31	$732,804	9,347	-0.3%	Shares	Sole	2025-02-07
2024-09-30	$577,031	9,375	0.0%	Shares	Sole	2024-10-24
2024-06-30	$466,500	9,375	0.0%	Shares	Sole	2024-07-24
2024-03-31	$413,437	9,375	0.0%	Shares	Sole	2024-04-30
2023-12-31	$378,843	9,375	+23.8%	Shares	Sole	2024-01-30
2023-09-30	$277,472	7,575	-58.3%	Shares	Sole	2023-11-13
2023-06-30	$602,798	18,173	+10.1%	Shares	Sole	2023-08-14
2023-03-31	$523,678	16,499	-42.2%	Shares	Sole	2023-04-27
2022-12-31	$978,557	28,546	+2.7%	Shares	Sole	2023-02-01
2022-09-30	$819,982	27,796	0.0%	Shares	Sole	2022-10-27
2022-06-30	$767,726	27,796	-29.7%	Shares	Sole	2022-08-08
2022-03-31	$1,299,777	39,567	-54.1%	Shares	Sole	2022-04-28
2021-12-31	$3,344,560	86,200	-0.0%	Shares	Sole	2022-01-28
2021-09-30	$3,202,199	86,243	+0.0%	Shares	Sole	2021-11-02
2021-06-30	$2,948,143	86,203	+3.5%	Shares	Sole	2021-07-22
2021-03-31	$2,507,150	83,294	-1.8%	Shares	Sole	2021-05-13
2020-12-31	$2,085,935	84,794	+9.0%	Shares	Sole	2021-02-02
2020-09-30	$1,400,290	77,794	-0.6%	Shares	Sole	2020-11-25
2020-06-30	$1,217,475	78,294	+39.7%	Shares	Sole	2020-07-23
2020-03-31	$766,160	56,047	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.