Colter Lewis Investment Partners LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2107902
GREENWICH, CT
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$227,708
-$53,140 QoQ
Shares Held
4,556
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#416
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, 2026Colter Lewis Investment Partners LLC holds $227,708 across 1 Capital Markets name. JEF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
This page
|
4,556 | $227,708 |
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,708 | 4,556 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $280,848 | 4,532 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||