Jefferies Financial Group Inc.
US ˙ NYSE ˙ US47233W1099

SecurityJEF / Jefferies Financial Group Inc.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership1,789 shares
Latest Disclosed Value $ 73,836
Larson Financial Group LLC reports 395.57% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 1,789 shares of Jefferies Financial Group Inc. (US:JEF) valued at $73,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 361 shares of Jefferies Financial Group Inc.. This represents a change in shares of 395.57% during the quarter. The current value of the position is $94,513 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 1,789 1,428 395.57 74 231.82 0.0022
2026-02-06 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 361 -3 -0.82 22 -4.35 0.0007
2025-11-14 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 364 174 91.58 24 130.00 0.0008
2025-08-08 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 190 47 32.87 10 42.86 0.0004
2025-05-02 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 143 -143 -50.00 8 -68.18 0.0004
2025-02-07 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 286 39 15.79 22 46.67 0.0012
2024-11-12 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 247 247 15 0.0009
2023-05-04 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -279 -100.00 0 -100.00
2023-02-03 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 279 279 10 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.