Soltis Investment Advisors LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1802530
ST. GEORGE, UT
Position in JEF
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$200,719
New position
Shares Held
4,016
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#430
of 581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 40%
Shared 0%
None 60%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $5,350,285 across 7 Capital Markets names. JEF ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,315 | $2,341,321 | |
| 2 | MS |
Morgan Stanley
|
7,790 | $1,628,421 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,337 | $584,714 | |
| 4 | CLSK |
Cleanspark, Inc.
|
23,376 | $340,120 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,520 | $252,705 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
4,016 | $200,719 | |
| 7 | ATCH |
AtlasClear Holdings, Inc.
|
11,604 | $2,285 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,719 | 4,016 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||