Position in DEFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$553
-$209 QoQ
Shares Held
1,000
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $571,457,826 across 44 Capital Markets names. DEFT ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,702,694 | $160,019,181 | |
| 2 | GS |
Goldman Sachs Group Inc
|
159,643 | $135,056,380 | |
| 3 | MS |
Morgan Stanley
|
604,069 | $99,411,634 | |
| 4 | MC |
Moelis & Co
|
1,290,540 | $73,560,780 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
297,478 | $42,723,790 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
287,053 | $19,252,644 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
203,832 | $14,125,557 | |
| 8 | EVR |
Evercore Inc.
|
26,006 | $7,763,050 |
All Filings in DEFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553 | 1,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $762 | 1,010 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,650 | 15,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,102 | 1,400 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||