Whitener Capital Management, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 825217
Rocky Mount, NC
Position in JEF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$282,137
+$42,152 QoQ
Shares Held
5,645
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#380
of 581 holders
Holding Since
Sep 2023
12 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, 2026Whitener Capital Management, Inc. holds $14,487,346 across 5 Capital Markets names. JEF ranks #4 (1.9% of the industry book) .
All Filings in JEF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,137 | 5,645 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $239,985 | 5,815 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $347,961 | 5,615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $367,333 | 5,615 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $303,256 | 5,545 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $294,367 | 5,495 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $438,648 | 5,595 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $362,837 | 5,895 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $293,335 | 5,895 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $259,969 | 5,895 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $238,216 | 5,895 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $218,497 | 5,965 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||