LRI Investments, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in JEF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$16,143
+$3,474 QoQ
Shares Held
323
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 581 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LRI Investments, LLC holds $2,263,077 across 27 Capital Markets names. JEF ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,275 | $1,289,496 | |
| 2 | MS |
Morgan Stanley
|
1,246 | $260,463 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,158 | $199,117 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,983 | $198,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,226 | $106,710 | |
| 6 | IREN |
IREN Ltd
|
1,719 | $78,609 | |
| 7 | EVR |
Evercore Inc.
|
125 | $42,679 | |
| 8 | MC |
Moelis & Co
|
343 | $22,438 |
All Filings in JEF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,143 | 323 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $12,669 | 307 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,216 | 181 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,841 | 181 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,898 | 181 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,696 | 181 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $14,190 | 181 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,140 | 181 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,006 | 181 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,982 | 181 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||