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Disclosery

Jefferies Financial Group Inc.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jefferies Financial Group Inc. on SOFI, newest first. How the timeline and the estimate are built.

Jefferies Financial Group Inc. held 964,203 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 964,203 shares
    Change vs previous 13F -170,602 shares

    0.16% of the 13F portfolio, value $17,288,160.

    13F-HR 0001085146-26-000619 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,134,805 shares
    Change vs previous 13F +1,002,845 shares

    0.22% of the 13F portfolio, value $18,020,703.

    13F-HR 0000096223-26-000018 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 131,960 shares
    Change vs previous 13F -376,242 shares

    0.03% of the 13F portfolio, value $3,454,713.

    13F-HR 0000096223-26-000010 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 508,202 shares
    Change vs previous 13F +475,602 shares

    0.12% of the 13F portfolio, value $13,426,697.

    13F-HR 0000096223-25-000015 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,600 shares
    Change vs previous 13F +1,560 shares

    0.01% of the 13F portfolio, value $593,646.

    13F-HR 0001085146-25-004924 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,040 shares
    Change vs previous 13F -44,529 shares

    0.01% of the 13F portfolio, value $360,995.

    13F-HR 0001085146-25-002834 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 75,569 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,164,008.

    13F-HR/A 0001085146-25-001774 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).