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Equibles

ROTHSCHILD INVESTMENT LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 85338 CHICAGO, IL
Back to JEF Full portfolio

Position in JEF

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,632,646
+$1,157,918 QoQ
Shares Held
32,666
+184.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in JEF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $16,075,704 across 43 Capital Markets names. JEF ranks #5 (10.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 3,740 $3,782,523
2 SCHW
Schwab Charles Corp
 37,778 $3,485,776
3 MS
Morgan Stanley
 14,730 $3,079,159
4 EVR
Evercore Inc.
 5,821 $1,987,522
5 JEF
Jefferies Financial Group Inc.
This page 		32,666 $1,632,646
6 MKTX
Marketaxess Holdings Inc
 4,148 $470,756
7 SF
Stifel Financial Corp
 6,497 $453,295
8 LAZ
Lazard, Inc.
 6,693 $280,704

All Filings in JEF

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,632,646 32,666
2026-03-31 $474,728 11,503
2025-12-31 $142,221 2,295
2025-09-30 $48,476 741
2025-06-30 $30,079 550
2025-03-31 $28,177 526
2024-12-31 $40,454 516
2024-09-30 $31,759 516
2024-06-30 $25,128 505
2024-03-31 $22,270 505
2023-12-31 $20,407 505