PINNACLE ASSOCIATES LTD

Position in JEF — Jefferies Financial Group Inc.

CIK 743127 NEW YORK, NY

Position in JEF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$370,451

+$3,933 QoQ

Shares Held

7,412

-16.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#345

of 581 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $145,284,802 across 6 Capital Markets names. JEF ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	447,409	$93,526,377
2	GS	Goldman Sachs Group Inc	36,646	$37,062,665
3	EVR	Evercore Inc.	34,039	$11,622,276
4	SCHW	Schwab Charles Corp	25,749	$2,375,860
5	JEF	Jefferies Financial Group Inc. This page	7,412	$370,451
6	LAZ	Lazard, Inc.	7,801	$327,173

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,451	7,412	-16.5%	Shares	Sole	2026-08-03
2026-03-31	$366,518	8,881	-45.1%	Shares	Sole	2026-04-22
2025-12-31	$1,002,550	16,178	+75.1%	Shares	Sole	2026-02-05
2025-09-30	$604,284	9,237	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$505,062	9,235	+5.7%	Shares	Sole	2025-08-04
2025-03-31	$467,826	8,733	+3.8%	Shares	Sole	2025-05-06
2024-12-31	$659,814	8,416	-17.6%	Shares	Sole	2025-02-14
2024-09-30	$628,856	10,217	+22.2%	Shares	Sole	2024-10-25
2024-06-30	$416,142	8,363	-5.2%	Shares	Sole	2024-07-30
2024-03-31	$389,094	8,823	-13.6%	Shares	Sole	2024-04-26
2023-12-31	$412,868	10,217	+5.2%	Shares	Sole	2024-01-19
2023-09-30	$355,677	9,710	-10.9%	Shares	Sole	2023-10-24
2023-06-30	$361,652	10,903	+49.4%	Shares	Sole	2023-07-27
2023-03-31	$231,702	7,300	-86.2%	Shares	Sole	2023-05-05
2021-12-31	$2,045,924	52,730	+35.3%	Shares	Sole	2022-02-02
2021-09-30	$1,446,954	38,970	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.