Carmel Capital Partners, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1900481 SAN DIEGO, CA

Position in JEF

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$396,791

+$68,819 QoQ

Shares Held

7,939

-0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#336

of 581 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $7,644,849 across 5 Capital Markets names. JEF ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	30,862	$2,847,636
2	HOOD	Robinhood Markets, Inc.	26,147	$2,622,021
3	MS	Morgan Stanley	7,535	$1,575,116
4	JEF	Jefferies Financial Group Inc. This page	7,939	$396,791
5	GS	Goldman Sachs Group Inc	201	$203,285

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,791	7,939	-0.1%	Shares	Sole	2026-07-30
2026-03-31	$327,972	7,947	-0.5%	Shares	Sole	2026-04-30
2025-12-31	$494,954	7,987	-0.2%	Shares	Sole	2026-01-29
2025-09-30	$523,490	8,002	-34.6%	Shares	Sole	2025-10-30
2025-06-30	$669,022	12,233	-36.9%	Shares	Sole	2025-07-29
2025-03-31	$1,039,150	19,398	-0.1%	Shares	Sole	2025-05-05
2024-12-31	$1,521,744	19,410	-0.3%	Shares	Sole	2025-02-06
2024-09-30	$1,198,624	19,474	+70.8%	Shares	Sole	2024-11-01
2024-06-30	$567,264	11,400	0.0%	Shares	Sole	2024-07-31
2024-03-31	$502,740	11,400	0.0%	Shares	Sole	2024-04-25
2023-12-31	$460,674	11,400	-8.1%	Shares	Sole	2024-02-01
2023-09-30	$454,212	12,400	0.0%	Shares	Sole	2023-10-27
2023-06-30	$411,308	12,400	-13.9%	Shares	Sole	2023-07-27
2023-03-31	$457,056	14,400	-1.9%	Shares	Sole	2023-04-19
2022-12-31	$503,230	14,680	+31.3%	Shares	Sole	2023-01-17
2022-09-30	$329,810	11,180	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.