Ascentis Independent Advisors
Position in JEF — Jefferies Financial Group Inc.
CIK 1845003
DALLAS, TX
Position in JEF
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,444
New position
Shares Held
35
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ascentis Independent Advisors holds $140,214 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
95 | $96,073 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
104 | $13,949 | |
| 3 | SCHW |
Schwab Charles Corp
|
141 | $13,010 | |
| 4 | MS |
Morgan Stanley
|
54 | $11,288 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
29 | $2,524 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2 | $563 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,444 | 35 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||