Copley Financial Group, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 2045258
SAN DIEGO, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$232,407
-$70,308 QoQ
Shares Held
4,650
-36.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#409
of 581 holders
Holding Since
Dec 2025
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, 2026Copley Financial Group, Inc. holds $1,245,770 across 3 Capital Markets names. JEF ranks #3 (18.7% of the industry book) .
All Filings in JEF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,407 | 4,650 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $302,715 | 7,335 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $480,887 | 7,760 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||