Position in JEF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$209,916
-$64,848 QoQ
Shares Held
4,200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#428
of 581 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SANDERS MORRIS HARRIS LLC holds $1,155,683 across 2 Capital Markets names. JEF ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
10,250 | $945,767 | |
| 2 | JEF |
Jefferies Financial Group Inc.
This page
|
4,200 | $209,916 |
All Filings in JEF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,916 | 4,200 | Shares | Sole | 2026-07-07 | |
| 2025-09-30 | $274,764 | 4,200 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $229,698 | 4,200 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $224,994 | 4,200 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $329,280 | 4,200 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $258,510 | 4,200 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $208,992 | 4,200 | Shares | Sole | 2024-07-12 | |
| 2020-09-30 | $998,387 | 55,466 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,261,093 | 81,099 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,000 | 83,100 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||