Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$74,869
+$32,321 QoQ
Shares Held
1,498
+45.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#452
of 581 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BESSEMER GROUP INC holds $884,639,115 across 33 Capital Markets names. JEF ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,874,453 | $337,232,383 | |
| 2 | MS |
Morgan Stanley
|
1,227,982 | $256,697,352 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,603,992 | $159,853,838 | |
| 4 | SNEX |
StoneX Group Inc.
|
481,012 | $37,998,564 | |
| 5 | SCHW |
Schwab Charles Corp
|
273,968 | $25,279,024 | |
| 6 | MC |
Moelis & Co
|
247,502 | $16,190,073 | |
| 7 | PIPR |
Piper Sandler Companies
|
220,249 | $15,931,362 | |
| 8 | GS |
Goldman Sachs Group Inc
|
14,245 | $14,384,733 |
All Filings in JEF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,869 | 1,498 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $42,548 | 1,031 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $62,340 | 1,006 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $68,035 | 1,040 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $49,877 | 912 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $32,838 | 613 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $159,152 | 2,030 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $110,789 | 1,800 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $87,477 | 1,758 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,094 | 433 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $17,496 | 433 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,860 | 433 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $19,005 | 573 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $9,272 | 432 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $4,799 | 140 | Shares | Other | 2023-02-13 | |
| 2022-03-31 | $164 | 5 | Shares | Defined | 2022-05-12 | |
| 2021-06-30 | $461,700 | 13,500 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $406,350 | 13,500 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $332,100 | 13,500 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $242,999 | 13,500 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $209,925 | 13,500 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $184,544 | 13,500 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||