Bleakley Financial Group, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1936953
PARSIPPANY, NJ
Position in JEF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,712,514
+$1,309,303 QoQ
Shares Held
34,264
+566.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#196
of 581 holders
Holding Since
Sep 2024
3 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, 2026Bleakley Financial Group, LLC holds $35,847,336 across 12 Capital Markets names. JEF ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,740 | $16,930,333 | |
| 2 | MS |
Morgan Stanley
|
38,933 | $8,138,554 | |
| 3 | SCHW |
Schwab Charles Corp
|
40,794 | $3,764,062 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
17,376 | $1,742,465 | |
| 5 | JEF |
Jefferies Financial Group Inc.
This page
|
34,264 | $1,712,514 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,030 | $873,011 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
14,653 | $872,879 | |
| 8 | GOLD |
Gold.com, Inc.
|
12,654 | $526,532 |
All Filings in JEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,712,514 | 34,264 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $403,211 | 5,143 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $217,579 | 3,535 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||