Evelyn Partners Investment Management LLP
Position in JEF — Jefferies Financial Group Inc.
CIK 2065206
London, X0
Position in JEF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$726,186
-$364,238 QoQ
Shares Held
17,596
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $45,596,836 across 4 Capital Markets names. JEF ranks #4 (1.6% of the industry book) .
All Filings in JEF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $726,186 | 17,596 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,090,424 | 17,596 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,749,396 | 26,741 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,475,973 | 26,988 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $2,083,230 | 38,888 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $3,117,811 | 39,768 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||