Clearstead Advisors, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 842775 CLEVELAND, OH

Position in JEF

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$888,844

+$87,340 QoQ

Shares Held

17,784

-8.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#260

of 581 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. JEF ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	235,801	$21,757,358
2	MIAX	Miami International Holdings, Inc.	473,937	$17,611,498
3	GS	Goldman Sachs Group Inc	14,940	$15,109,867
4	MS	Morgan Stanley	40,871	$8,543,673
5	WULF	Terawulf Inc.	51,194	$1,264,491
6	JEF	Jefferies Financial Group Inc. This page	17,784	$888,844
7	HOOD	Robinhood Markets, Inc.	8,022	$804,446
8	IBKR	Interactive Brokers Group, Inc.	3,083	$268,344

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$888,844	17,784	-8.4%	Shares	Sole	2026-08-06
2026-03-31	$801,504	19,421	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$1,225,332	19,773	+5965.3%	Shares	Sole	2026-02-09
2025-09-30	$21,326	326	-3.3%	Shares	Sole	2025-11-10
2025-06-30	$18,430	337	+1673.7%	Shares	Sole	2025-08-08
2024-12-31	$1,489	19	-82.1%	Shares	Sole	2025-02-10
2024-09-30	$6,524	106	+11.6%	Shares	Sole	2024-11-13
2024-06-30	$4,727	95	-98.7%	Shares	Sole	2024-08-12
2021-06-30	$253,798	7,421	0.0%	Shares	Sole	2021-08-12
2021-03-31	$223,372	7,421	0.0%	Shares	Sole	2021-05-14
2020-12-31	$182,556	7,421	0.0%	Shares	Sole	2021-02-11
2020-09-30	$133,577	7,421	-29.6%	Shares	Sole	2020-11-12
2020-06-30	$163,990	10,546	+23.4%	Shares	Sole	2020-08-11
2020-03-31	$116,823	8,546	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.