Jefferies Financial Group Inc.
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionDaymark Wealth Partners, Llc
Latest Disclosed Ownership10,054 shares
Latest Disclosed Value $ 414,925
Daymark Wealth Partners, Llc reports 57.54% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 11, 2026 - Daymark Wealth Partners, Llc filed a 13F-HR form disclosing ownership of 10,054 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $414,925 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,382 shares of Jefferies Financial Group Inc.. This represents a change in shares of 57.54% during the quarter.

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)
2026-05-11 2026-03-31 13F JEFFERIES FINL GROUP COM 47233W109 10,054 3,672 57.54 415 4.81 0.0130
2026-01-12 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 6,382 336 5.56 396 0.00 0.0126
2025-10-22 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 6,046 31 0.52 396 20.43 0.0134
2025-08-04 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 6,015 39 0.65 329 2.50 0.0125
2025-04-23 2025-03-31 13F/A-1 JEFFERIES FINL GROUP COM 47233W109 5,976 29 0.49 320 -31.33 0.0138
2025-04-14 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 5,976 29 320 0.0138
2025-01-17 2024-12-31 13F/A-1 JEFFERIES FINL GROUP COM 47233W109 5,947 22 0.37 466 28.02 0.0197
2025-01-17 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 5,947 22 466 0.0197
2024-10-08 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 5,925 1,050 21.54 365 50.41 0.0154
2024-08-14 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 4,875 4,875 243 0.0111
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.