Citadel Investment Advisory, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1811907
CHESTERLAND, OH
Position in JEF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$953,618
+$952,473 QoQ
Shares Held
19,080
+3.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#258
of 581 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Citadel Investment Advisory, Inc. holds $5,100,235 across 2 Capital Markets names. JEF ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,100 | $4,146,617 | |
| 2 | JEF |
Jefferies Financial Group Inc.
This page
|
19,080 | $953,618 |
All Filings in JEF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,618 | 19,080 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,145 | 18,480 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,145,205 | 18,480 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,205,036 | 18,420 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,007,389 | 18,420 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $818,817 | 15,285 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,159,144 | 14,785 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $916,171 | 14,885 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $740,677 | 14,885 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $656,428 | 14,885 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $601,502 | 14,885 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $545,237 | 14,885 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $493,735 | 14,885 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $494,667 | 15,585 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $534,254 | 15,585 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $459,757 | 15,585 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $430,458 | 15,585 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $511,968 | 15,585 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $604,698 | 15,585 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $578,670 | 15,585 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $533,007 | 15,585 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $469,108 | 15,585 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $383,391 | 15,585 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||