Position in JEF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$349,410
+$63,327 QoQ
Shares Held
6,991
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#354
of 581 holders
Holding Since
Jun 2021
19 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, 2026Cooper Financial Group holds $5,959,338 across 6 Capital Markets names. JEF ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,668 | $2,698,335 | |
| 2 | MS |
Morgan Stanley
|
7,055 | $1,474,777 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,739 | $990,887 | |
| 4 | JEF |
Jefferies Financial Group Inc.
This page
|
6,991 | $349,410 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,329 | $233,552 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,440 | $212,377 |
All Filings in JEF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,410 | 6,991 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $286,083 | 6,932 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $425,733 | 6,870 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $446,360 | 6,823 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $370,852 | 6,781 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $360,365 | 6,727 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $524,182 | 6,686 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $409,738 | 6,657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $329,311 | 6,618 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $289,913 | 6,574 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $263,756 | 6,527 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $237,069 | 6,472 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $212,818 | 6,416 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $201,675 | 6,354 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $216,067 | 6,303 | Shares | Sole | 2023-01-13 | |
| 2022-03-31 | $201,732 | 6,141 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $236,253 | 6,089 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $224,636 | 6,050 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $205,542 | 6,010 | Shares | Sole | 2021-07-12 | |
| No filing history on record for this holder in this stock. | ||||||