JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1903880
MONTGOMERY, AL
Position in JEF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$363,853
+$144,294 QoQ
Shares Held
7,280
+105.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#348
of 581 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $2,914,406 across 7 Capital Markets names. JEF ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
5,192 | $1,085,335 | |
| 2 | GS |
Goldman Sachs Group Inc
|
419 | $423,763 | |
| 3 | EVR |
Evercore Inc.
|
1,165 | $397,776 | |
| 4 | JEF |
Jefferies Financial Group Inc.
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|
7,280 | $363,853 | |
| 5 | SCHW |
Schwab Charles Corp
|
3,163 | $291,849 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,340 | $233,204 | |
| 7 | NMR |
Nomura Holdings Inc
|
13,511 | $118,626 |
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,853 | 7,280 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $219,559 | 3,543 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||