Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,907,236
+$429,469 QoQ
Shares Held
58,168
-3.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#151
of 581 holders
Holding Since
Jun 2025
5 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, 2026ADVISORY RESEARCH INC holds $2,907,236 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
|
58,168 | $2,907,236 |
All Filings in JEF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,907,236 | 58,168 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,477,767 | 60,038 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,085,476 | 33,653 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,332,877 | 35,660 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,950,244 | 35,660 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||