Jefferies Financial Group Inc.
US ˙ NYSE ˙ US47233W1099

SecurityJEF / Jefferies Financial Group Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,711 shares
Latest Disclosed Value $ 153,153
IFP Advisors, Inc reports 37.24% increase in ownership of JEF / Jefferies Financial Group Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,711 shares of Jefferies Financial Group Inc. (US:JEF) valued at $153,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,704 shares of Jefferies Financial Group Inc.. This represents a change in shares of 37.24% during the quarter. The current value of the position is $196,052 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)
2026-04-13 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN cs 47233W109 3,711 1,007 37.24 153 -8.38 0.0032
2026-02-06 2025-12-31 13F JEFFERIES FINL GROUP cs 47233W109 2,704 1,446 114.94 168 103.66 0.0038
2026-02-06 2025-09-30 13F/A-1 JEFFERIES FINL GROUP cs 47233W109 1,258 642 104.22 82 127.78 0.0021
2025-12-02 2025-09-30 13F JEFFERIES FINL GROUP cs 47233W109 1,117 501 92 0.0024
2025-07-24 2025-06-30 13F JEFFERIES FINL GROUP cs 47233W109 616 -771 -55.59 37 -51.35 0.0010
2025-05-05 2025-03-31 13F JEFFERIES FINL GROUP cs 47233W109 1,387 649 87.94 74 29.82 0.0023
2025-02-04 2024-12-31 13F JEFFERIES FINL GROUP cs 47233W109 738 652 758.14 58 1,040.00 0.0019
2025-02-04 2024-09-30 13F JEFFERIES FINL GROUP cs 47233W109 86 -346 -80.09 5 -76.19 0.0002
2024-07-30 2024-06-30 13F JEFFERIES FINL GROUP cs 47233W109 432 0 0.00 21 10.53 0.0009
2024-07-30 2024-03-31 13F JEFFERIES FINL GROUP cs 47233W109 432 40 10.20 19 26.67 0.0008
2024-01-09 2023-12-31 13F JEFFERIES FINL GROUP cs 47233W109 392 -99 -20.16 16 -11.76 0.0007
2023-10-12 2023-09-30 13F JEFFERIES FINL GROUP cs 47233W109 491 -800 -61.97 18 -59.52 0.0008
2023-08-14 2023-06-30 13F/A-1 JEFFERIES FINL GROUP cs 47233W109 1,291 -77 -5.63 43 40.00 0.0018
2023-08-04 2023-06-30 13F JEFFERIES FINL GROUP cs 47233W109 1,291 -77 29 0.0013
2023-04-18 2023-03-31 13F JEFFERIES FINL GROUP cs 47233W109 1,368 -350 -20.37 30 0.0013
2023-02-07 2022-12-31 13F JEFFERIES FINL GROUP cs 47233W109 1,718 -28,553 -94.32 0 -100.00 0.0013
2022-11-08 2022-09-30 13F JEFFERIES FINL GROUP cs 47233W109 30,271 199 0.66 698 1.45 0.0182
2022-09-06 2022-06-30 13F/A-1 JEFFERIES FINL GROUP cs 47233W109 30,072 0 0.00 688 0.00 0.0221
2022-09-06 2022-03-31 13F/A-1 JEFFERIES FINL GROUP cs 47233W109 30,072 29,207 3,376.53 688 1,923.53 0.0221
2022-08-08 2022-03-31 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 998 133 23 0.0005
2022-01-12 2021-12-31 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 865 -5,016 -85.29 34 -84.68 0.0007
2021-10-06 2021-09-30 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 5,881 -6,911 -54.03 222 -49.20 0.0044
2021-07-13 2021-06-30 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 12,792 -1,467 -10.29 437 0.92 0.0090
2021-04-30 2021-03-31 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 14,259 10,939 329.49 433 434.57 0.0084
2021-01-25 2020-12-31 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 3,320 67 2.06 81 37.29 0.0033
2020-10-29 2020-09-30 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 3,253 138 4.43 59 25.53 0.0035
2020-08-05 2020-06-30 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 3,115 -149 -4.56 47 -4.08 0.0037
2020-05-12 2020-03-31 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 3,264 3,192 4,433.33 49 4,800.00 0.0049
2020-01-17 2019-12-31 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 72 0 0.00 1 0.00 0.0001
2019-11-07 2019-09-30 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 72 -4,256 -98.34 1 -98.84 0.0001
2019-05-15 2019-03-31 13F JEFFERIES FINANCIALGROUP Stock 47233W109 4,328 320 7.98 86 22.86 0.0117
2019-06-03 2018-12-31 13F/A-10 JEFFERIES FINL GROUP INC COM Stock 47233W109 4,008 -485 -10.79 70 -29.29 0.0043
2019-01-23 2018-12-31 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 4,008 -485 70 0.0043
2019-06-03 2018-09-30 13F/A-9 JEFFERIES FINL GROUP INC COM Stock 47233W109 4,493 -1,894 -29.65 99 -31.72 0.0040
2018-10-25 2018-09-30 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 4,493 -1,894 99 0.0040
2019-06-03 2018-06-30 13F/A-8 JEFFERIES FINL GROUP INC COM Stock 47233W109 6,387 253 4.12 145 -10.49 0.0061
2018-08-07 2018-06-30 13F JEFFERIES FINL GROUP INC COM Stock 47233W109 6,387 -47 145
2019-06-03 2018-03-31 13F/A-7 LEUCADIA NATL CORP COM Stock 527288104 6,134 0 0.00 162 0.00 0.0073
2018-05-09 2018-03-31 13F LEUCADIA NATL CORP COM Stock 527288104 6,434 300 146
2019-06-03 2017-12-31 13F/A-6 LEUCADIA NATL CORP COM Stock 527288104 6,134 470 8.30 162 13.29 0.0073
2018-01-24 2017-12-31 13F LEUCADIA NATL CORP COM Stock 527288104 6,134 470 162
2017-10-30 2017-09-30 13F LEUCADIA NATL CORP COM Stock 527288104 5,664 600 11.85 143 8.33 0.0057
2019-06-03 2017-06-30 13F/A-5 LEUCADIA NATL CORP COM Stock 527288104 5,064 -1,194 -19.08 132 -19.02 0.0056
2017-07-31 2017-06-30 13F LEUCADIA NATL CORP COM Stock 527288104 5,064 -1,194 132
2019-06-03 2017-03-31 13F/A-4 LEUCADIA NATL CORP COM Stock 527288104 6,258 776 14.16 163 28.35 0.0071
2017-04-26 2017-03-31 13F LEUCADIA NATL CORP COM Stock 527288104 6,258 776 163
2019-06-03 2016-12-31 13F/A-3 LEUCADIA NATL CORP COM Stock 527288104 5,482 270 5.18 127 28.28 0.0061
2017-02-14 2016-12-31 13F LEUCADIA NATL CORP COM Stock 527288104 5,482 270 127
2016-11-04 2016-09-30 13F LEUCADIA NATL CORP COM Stock 527288104 5,212 0 0.00 99 10.00 0.0051
2019-06-03 2016-06-30 13F/A-2 LEUCADIA NATL CORP COM Stock 527288104 5,212 884 20.43 90 4.65 0.0050
2016-08-22 2016-06-30 13F LEUCADIA NATL CORP COM Stock 527288104 5,212 884 90
2019-06-03 2016-03-31 13F/A-1 JEFFERIES FINANCIALGROUP Stock 47233W109 4,328 471 12.21 86 28.36 0.0117
2016-05-02 2016-03-31 13F LEUCADIA NATL CORP COM Stock 527288104 5,467 1,610 88
2016-02-11 2015-12-31 13F LEUCADIA NATL CORP COM Stock 527288104 3,857 3,857 67 0.0045
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.