STEINBERGANNA WEALTH MANAGEMENT
Position in JEF — Jefferies Financial Group Inc.
CIK 2089528
HUNTINGTON, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$223,660
-$19,572 QoQ
Shares Held
4,475
+14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#421
of 581 holders
Holding Since
Dec 2025
2 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, 2026STEINBERGANNA WEALTH MANAGEMENT holds $731,000 across 2 Capital Markets names. JEF ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,427 | $507,340 | |
| 2 | JEF |
Jefferies Financial Group Inc.
This page
|
4,475 | $223,660 |
All Filings in JEF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,660 | 4,475 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $243,232 | 3,925 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||