Jefferies Financial Group Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 96223
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$917,150
-$2,037,469 QoQ
Shares Held
3,256
-63.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#380
of 761 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Derivatives in LPLA
reported options exposure · as of Jun 30, 2026CallValue
$2,675,960
CallShares
9,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $111,281,128 across 22 Capital Markets names. LPLA ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
1,327,205 | $60,693,084 | |
| 2 | CLSK |
Cleanspark, Inc.
|
1,443,286 | $20,999,811 | |
| 3 | GS |
Goldman Sachs Group Inc
|
8,443 | $8,538,996 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
47,341 | $4,747,355 | |
| 5 | EVR |
Evercore Inc.
|
6,913 | $2,360,374 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
37,464 | $2,346,370 | |
| 7 | SCHW |
Schwab Charles Corp
|
23,288 | $2,148,783 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
24,405 | $2,124,211 |
All Filings in LPLA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,150 | 3,256 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $2,675,960 | 9,500 | Call | Defined | 2026-08-17 | |
| 2025-09-30 | $2,954,619 | 8,881 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $330,348 | 881 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $654,280 | 2,000 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,681,274 | 17,400 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,659,582 | 7,134 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,045,140 | 3,742 | Shares | Defined | 2024-08-13 | |
| 2023-09-30 | $108,130 | 455 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $4,753,000 | 20,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $674,033 | 3,100 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $845,020 | 4,175 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,142,458 | 5,285 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||