Mattson Financial Services, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 2034595 KENTWOOD, MI

Position in JEF

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,237,404

+$237,639 QoQ

Shares Held

24,758

+2.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#228

of 581 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mattson Financial Services, LLC holds $14,058,922 across 5 Capital Markets names. JEF ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,094	$6,163,288
2	MS	Morgan Stanley	27,861	$5,824,063
3	JEF	Jefferies Financial Group Inc. This page	24,758	$1,237,404
4	LPLA	LPL Financial Holdings Inc.	1,874	$527,868
5	NMR	Nomura Holdings Inc	34,886	$306,299

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,237,404	24,758	+2.2%	Shares	Sole	2026-08-04
2026-03-31	$999,765	24,225	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$1,496,575	24,150	+297.3%	Shares	Sole	2026-02-12
2025-09-30	$397,688	6,079	-3.1%	Shares	Sole	2025-10-17
2025-06-30	$343,015	6,272	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.