Farther Finance Advisors, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in JEF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$415,033
+$18,429 QoQ
Shares Held
8,304
-13.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#331
of 581 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. JEF ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,716 | $11,849,210 | |
| 2 | SCHW |
Schwab Charles Corp
|
76,446 | $7,053,672 | |
| 3 | MS |
Morgan Stanley
|
30,785 | $6,435,296 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,675 | $3,176,369 | |
| 5 | IREN |
IREN Ltd
|
64,882 | $2,967,053 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,562 | $919,316 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,597 | $731,522 | |
| 8 | PIPR |
Piper Sandler Companies
|
8,436 | $610,260 |
All Filings in JEF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,033 | 8,304 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $396,604 | 9,610 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $877,371 | 14,158 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $739,442 | 11,303 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $543,181 | 9,932 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $513,950 | 9,594 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $834,568 | 10,645 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $676,188 | 10,986 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $660,116 | 13,266 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $528,670 | 11,988 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $618,313 | 15,301 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $582,600 | 15,905 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,009,528 | 30,435 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $920,079 | 28,988 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $1,032,891 | 30,131 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||