Pallas Capital Advisors LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1862282
BRAINTREE, MA
Position in JEF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$650,739
-$176,498 QoQ
Shares Held
13,020
-2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#289
of 581 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pallas Capital Advisors LLC holds $11,211,897 across 12 Capital Markets names. JEF ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
6,951 | $2,373,349 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,309 | $2,335,253 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
14,042 | $1,408,131 | |
| 4 | SCHW |
Schwab Charles Corp
|
11,125 | $1,026,503 | |
| 5 | MS |
Morgan Stanley
|
4,130 | $863,335 | |
| 6 | SF |
Stifel Financial Corp
|
12,124 | $845,891 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
12,632 | $752,488 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
13,020 | $650,739 |
All Filings in JEF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,739 | 13,020 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $827,237 | 13,349 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $310,221 | 4,742 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $306,592 | 5,606 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $265,854 | 3,391 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $208,716 | 3,391 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||