Brown Financial Advisors

Position in JEF — Jefferies Financial Group Inc.

CIK 2035548 MILFORD, OH

Position in JEF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$401,268

-$200,274 QoQ

Shares Held

9,723

+0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Brown Financial Advisors holds $5,842,578 across 4 Capital Markets names. JEF ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,193	$2,701,246
2	MS	Morgan Stanley	15,130	$2,489,944
3	JEF	Jefferies Financial Group Inc. This page	9,723	$401,268
4	NMR	Nomura Holdings Inc	31,701	$250,120

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,268	9,723	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$601,542	9,707	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.