Jefferies Finl Group shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Jefferies Finl Group
Tip: Access up to 7 years of quarterly data
All positions including Jefferies Finl Group held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Jefferies Finl Group by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 49k | 65.42 |
| 2025-06-30 | $2.8M | 51k | 54.69 |
| 2025-03-31 | $2.7M | 51k | 53.57 |
| 2024-12-31 | $2.5M | 33k | 78.40 |
| 2024-09-30 | $2.0M | 33k | 61.55 |
| 2024-06-30 | $1.8M | 36k | 49.76 |
| 2024-03-31 | $1.6M | 37k | 44.10 |
| 2023-12-31 | $1.5M | 37k | 40.41 |
| 2023-09-30 | $1.5M | 40k | 36.63 |
| 2023-06-30 | $1.5M | 47k | 33.17 |
| 2023-03-31 | $1.5M | 46k | 31.74 |
| 2022-12-31 | $1.8M | 47k | 38.58 |
| 2022-09-30 | $1.4M | 48k | 29.48 |
| 2022-06-30 | $1.4M | 52k | 27.61 |
| 2022-03-31 | $1.7M | 52k | 32.85 |
| 2021-12-31 | $2.0M | 52k | 38.80 |
| 2021-09-30 | $1.9M | 52k | 37.13 |
| 2021-06-30 | $1.8M | 54k | 34.20 |
| 2021-03-31 | $1.7M | 56k | 30.10 |
| 2020-12-31 | $1.4M | 57k | 24.61 |
| 2020-09-30 | $1.1M | 61k | 18.01 |
| 2020-06-30 | $1.0M | 65k | 15.55 |
| 2020-03-31 | $912k | 67k | 13.67 |
| 2019-12-31 | $1.5M | 71k | 21.36 |
| 2019-09-30 | $1.3M | 71k | 18.40 |
| 2019-06-30 | $88k | 4.6k | 19.28 |
| 2019-03-31 | $100k | 5.3k | 18.78 |
| 2018-12-31 | $92k | 5.3k | 17.27 |
| 2018-09-30 | $117k | 5.3k | 21.97 |
| 2018-06-30 | $136k | 6.0k | 22.79 |
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