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Jefferies Finl Group shares owned by High Note Wealth

Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by High Note Wealth from 13F filings

Historical chart of High Note Wealth investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Jefferies Finl Group held by High Note Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferies Finl Group by High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 807 65.42
2025-06-30 $42k 772 54.69
2025-03-31 $44k 812 53.57

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Ishares Core S&p 500 Etf Etf (IVV)
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Technology Select Sector Spdr Fund Etf (XLK)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Apple Stock (AAPL)
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Palantir Technologies Inc Cl A Stock (PLTR)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

Top funds holding Jefferies Finl Group

BlackRock
Vanguard Group
Sumitomo Mitsui Financial
Allspring Global Investments Holdings
Alliancebernstein
Jpmorgan Chase & Co
State Street Corporation
Massachusetts Mutual Life Insurance Company
Eminence Capital
Geode Capital Management
Morgan Stanley
First Pacific Advisors
Dimensional Fund Advisors
Artemis Investment Management
Fisher Investments

View all funds holding Jefferies Finl Group