YOUSIF CAPITAL MANAGEMENT, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in JEF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,362,304
+$282,792 QoQ
Shares Held
47,265
-6.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#165
of 581 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. JEF ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,190 | $32,556,000 | |
| 2 | MS |
Morgan Stanley
|
130,397 | $27,258,188 | |
| 3 | SCHW |
Schwab Charles Corp
|
164,935 | $15,218,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,544 | $7,274,712 | |
| 5 | EVR |
Evercore Inc.
|
11,001 | $3,756,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
40,562 | $3,530,516 | |
| 7 | SF |
Stifel Financial Corp
|
43,207 | $3,014,552 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
47,265 | $2,362,304 |
All Filings in JEF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,362,304 | 47,265 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,079,512 | 50,388 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,293,829 | 53,152 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,547,203 | 54,222 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,148,503 | 57,570 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,157,147 | 58,935 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,733,478 | 60,376 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,860,046 | 62,714 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,703,338 | 74,424 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,570,115 | 80,955 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,330,228 | 82,411 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,240,472 | 88,465 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,236,231 | 97,565 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,140,133 | 98,933 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,466,157 | 101,113 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $3,055,081 | 103,562 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,198,705 | 115,811 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,777,459 | 114,991 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,465,919 | 115,101 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||