Americana Partners, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1797678 Houston, TX

Position in JEF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$265,343

+$30,143 QoQ

Shares Held

5,309

+77.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#391

of 581 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Americana Partners, LLC holds $17,450,185 across 5 Capital Markets names. JEF ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,785	$8,884,885
2	SCHW	Schwab Charles Corp	67,179	$6,198,606
3	MS	Morgan Stanley	8,802	$1,839,970
4	JEF	Jefferies Financial Group Inc. This page	5,309	$265,343
5	IBKR	Interactive Brokers Group, Inc.	3,003	$261,381

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,343	5,309	+77.0%	Shares	Sole	2026-08-05
2024-12-31	$235,200	3,000	-15.8%	Shares	Sole	2025-01-31
2024-09-30	$219,179	3,561	—	Shares	Sole	2024-10-28
No filing history on record for this holder in this stock.