Meeder Advisory Services, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1792167
DUBLIN, OH
Position in JEF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$369,002
-$240 QoQ
Shares Held
7,383
-17.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#346
of 581 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $23,034,207 across 9 Capital Markets names. JEF ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,522 | $9,630,265 | |
| 2 | MS |
Morgan Stanley
|
33,188 | $6,937,619 | |
| 3 | SCHW |
Schwab Charles Corp
|
33,408 | $3,082,556 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,296 | $1,533,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,327 | $637,742 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
7,383 | $369,002 | |
| 7 | MARA |
MARA Holdings, Inc.
|
24,831 | $344,902 | |
| 8 | EVR |
Evercore Inc.
|
967 | $330,172 |
All Filings in JEF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,002 | 7,383 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $369,242 | 8,947 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $519,246 | 8,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $503,734 | 7,700 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $421,277 | 7,703 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $426,792 | 7,967 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $609,481 | 7,774 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $460,701 | 7,485 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $354,092 | 7,116 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $209,607 | 4,753 | Shares | Sole | 2024-05-07 | |
| 2023-03-31 | $203,136 | 6,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $240,371 | 7,012 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||