Jefferies Financial Group Inc.
US ˙ NYSE ˙ US47233W1099

SecurityJEF / Jefferies Financial Group Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership201 shares
Latest Disclosed Value $ 8,440
Whittier Trust Co reports 71.33% decrease in ownership of JEF / Jefferies Financial Group Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 201 shares of Jefferies Financial Group Inc. (US:JEF) valued at $8,295 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 701 shares of Jefferies Financial Group Inc.. This represents a change in shares of -71.33% during the quarter. The current value of the position is $10,619 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)
2026-04-28 2026-03-31 13F JEFFERIES FINANCIAL common 47233W109 201 -500 -71.33 8 -82.61 0.0001
2026-01-26 2025-12-31 13F JEFFERIES FINANCIAL common 47233W109 701 500 248.76 46 283.33 0.0005
2025-10-31 2025-09-30 13F JEFFERIES FINL GROUP common 47233W109 201 0 0.00 13 20.00 0.0001
2025-07-30 2025-06-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 11 0.00 0.0001
2025-05-02 2025-03-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 11 -33.33 0.0001
2025-02-11 2024-12-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 16 25.00 0.0002
2024-10-21 2024-09-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 12 33.33 0.0002
2024-07-29 2024-06-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 10 12.50 0.0001
2024-05-02 2024-03-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 9 0.00 0.0001
2024-01-11 2023-12-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 8 14.29 0.0001
2023-10-27 2023-09-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 7 16.67 0.0001
2023-07-24 2023-06-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 7 0.00 0.0001
2023-04-21 2023-03-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 0 0.00 6 0.00 0.0001
2023-01-25 2022-12-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 -450 -69.12 7 -68.42 0.0001
2022-10-21 2022-09-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 651 450 223.88 19 216.67 0.0004
2022-07-28 2022-06-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 201 -21 -9.46 6 -14.29 0.0001
2022-04-29 2022-03-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 222 -4,844 -95.62 7 -96.45 0.0001
2022-01-19 2021-12-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 5,066 5,026 12,565.00 197 19,600.00 0.0032
2021-11-01 2021-09-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 40 0 0.00 1 0.00 0.0000
2021-07-29 2021-06-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 40 0 0.00 1 0.00 0.0000
2021-04-26 2021-03-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 40 0 0.00 1 0.00 0.0000
2021-01-29 2020-12-31 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 40 0 0.00 1 0.00 0.0000
2020-10-30 2020-09-30 13F JEFFERIES FINANCIAL GROUP INC COM US MID-CAP EQUITIES 47233W109 40 40 1 0.0000
2018-10-23 2018-09-30 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 0 -2,388 -100.00 0 -100.00
2018-07-20 2018-06-30 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,388 2,388 63 0.0031
2018-02-07 2017-12-31 13F LEUCADIA NATIONAL US MID-CAP EQUITIES 527288104 0 -23,000 -100.00 0 -100.00
2017-10-23 2017-09-30 13F LEUCADIA NATIONAL US MID-CAP EQUITIES 527288104 23,000 23,000 581 0.0212
2016-07-28 2016-06-30 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 0 -40,774 -100.00 0 -100.00
2016-04-28 2016-03-31 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 40,774 1,732 4.44 659 -2.95 0.0291
2016-02-10 2015-12-31 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 39,042 36,714 1,577.06 679 1,344.68 0.0308
2015-11-12 2015-09-30 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,328 0 0.00 47 -17.54 0.0023
2015-08-13 2015-06-30 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,328 0 0.00 57 9.62 0.0025
2015-05-05 2015-03-31 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,328 2,328 0.00 52 0.0024
2015-02-04 2014-12-31 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 0 -2,388 -100.00 0 -100.00
2014-11-07 2014-09-30 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,388 0 0.00 56 -11.11 0.0027
2014-08-04 2014-06-30 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,388 0 0.00 63 -5.97 0.0031
2014-05-01 2014-03-31 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,388 0 0.00 67 -1.47 0.0034
2014-02-05 2013-12-31 13F LEUCADIA NATIONAL US SMALL AND MID-CAP EQUITIES 527288104 2,388 0 0.00 68 4.62 0.0035
2013-11-18 2013-09-30 13F LEUCADIA NATIONAL COM 527288104 2,388 0 0.00 65 3.17 0.0035
2013-08-14 2013-06-30 13F LEUCADIA NATIONAL COM 527288104 2,388 2,388 63 0.0035
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.