CATALYST FINANCIAL PARTNERS LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1927537 BOSTON, MA

Position in JEF

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

Position Value

$720,861

+$126,120 QoQ

Shares Held

14,423

+0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#280

of 581 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $6,198,960 across 6 Capital Markets names. JEF ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,759	$1,778,999
2	MS	Morgan Stanley	8,193	$1,712,664
3	SCHW	Schwab Charles Corp	13,433	$1,239,462
4	JEF	Jefferies Financial Group Inc. This page	14,423	$720,861
5	TW	Tradeweb Markets Inc.	5,031	$501,389
6	HOOD	Robinhood Markets, Inc.	2,449	$245,585

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,861	14,423	+0.1%	Shares	Sole	2026-07-30
2026-03-31	$594,741	14,411	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$890,322	14,367	-0.0%	Shares	Sole	2026-02-04
2025-09-30	$940,085	14,370	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$784,801	14,350	+1.5%	Shares	Sole	2025-08-14
2025-03-31	$757,694	14,144	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$1,105,596	14,102	+0.3%	Shares	Sole	2025-01-30
2024-09-30	$865,208	14,057	+0.0%	Shares	Sole	2024-10-28
2024-06-30	$699,376	14,055	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$619,384	14,045	+16.2%	Shares	Sole	2024-04-23
2023-12-31	$488,314	12,084	+0.4%	Shares	Sole	2024-02-07
2023-09-30	$440,658	12,030	0.0%	Shares	Sole	2023-10-26
2023-06-30	$399,035	12,030	+2.0%	Shares	Sole	2023-08-02
2023-03-31	$374,182	11,789	+0.3%	Shares	Sole	2023-04-11
2022-12-31	$403,064	11,758	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.