Washington Trust Advisors, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1900099
WELLESLEY, MA
Position in JEF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$46,581
+$8,118 QoQ
Shares Held
932
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 581 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $3,345,217 across 8 Capital Markets names. JEF ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
6,633 | $2,264,771 | |
| 2 | GS |
Goldman Sachs Group Inc
|
727 | $735,265 | |
| 3 | MS |
Morgan Stanley
|
1,198 | $250,429 | |
| 4 | JEF |
Jefferies Financial Group Inc.
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|
932 | $46,581 | |
| 5 | SCHW |
Schwab Charles Corp
|
447 | $41,244 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
28 | $3,755 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 | |
| 8 | IREN |
IREN Ltd
|
8 | $365 |
All Filings in JEF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,581 | 932 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $38,463 | 932 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $57,756 | 932 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $60,971 | 932 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,378 | 1,232 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $65,998 | 1,232 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $96,588 | 1,232 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $75,829 | 1,232 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $61,304 | 1,232 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $54,331 | 1,232 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $49,785 | 1,232 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $45,128 | 1,232 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||