ALBION FINANCIAL GROUP /UT
Position in JEF — Jefferies Financial Group Inc.
CIK 1054677
SALT LAKE CITY, UT
Position in JEF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$62,974
+$10,974 QoQ
Shares Held
1,260
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#460
of 581 holders
Holding Since
Dec 2020
22 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, 2026ALBION FINANCIAL GROUP /UT holds $12,958,984 across 9 Capital Markets names. JEF ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
59,619 | $12,462,755 | |
| 2 | GS |
Goldman Sachs Group Inc
|
184 | $186,092 | |
| 3 | HUT |
Hut 8 Corp.
|
1,000 | $115,445 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
1,250 | $74,462 | |
| 5 | JEF |
Jefferies Financial Group Inc.
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|
1,260 | $62,974 | |
| 6 | SCHW |
Schwab Charles Corp
|
310 | $28,603 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
372 | $23,298 | |
| 8 | PIPR |
Piper Sandler Companies
|
48 | $3,472 |
All Filings in JEF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,974 | 1,260 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $52,000 | 1,260 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $78,082 | 1,260 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $82,429 | 1,260 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $68,909 | 1,260 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $67,498 | 1,260 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $98,784 | 1,260 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $77,553 | 1,260 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $62,697 | 1,260 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $55,566 | 1,260 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $50,916 | 1,260 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $46,153 | 1,260 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $41,794 | 1,260 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $39,992 | 1,260 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $43,192 | 1,260 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $37,170 | 1,260 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $34,801 | 1,260 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $41,391 | 1,260 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $48,888 | 1,260 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $46,783 | 1,260 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $43,092 | 1,260 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $30,996 | 1,260 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||