Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,862,801
+$3,070,231 QoQ
Shares Held
417,423
-3.2% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $1,749,944,472 across 49 Capital Markets names. JEF ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
485,235 | $490,752,121 | |
| 2 | MS |
Morgan Stanley
|
2,093,599 | $437,645,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,784,184 | $256,896,657 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,403,952 | $140,788,306 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
761,578 | $66,287,749 | |
| 6 | EVR |
Evercore Inc.
|
99,799 | $34,075,370 | |
| 7 | SF |
Stifel Financial Corp
|
389,273 | $27,159,577 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
92,497 | $26,054,554 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,862,801 | 417,423 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,792,570 | 431,126 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,296,039 | 424,335 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,919,293 | 426,770 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,585,117 | 431,251 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,386,778 | 455,232 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $36,211,940 | 461,887 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $29,367,597 | 477,134 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,843,675 | 499,270 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $21,833,601 | 495,093 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,041,446 | 520,699 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $19,598,258 | 535,033 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,786,791 | 566,379 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,261,291 | 543,834 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,202,407 | 560,163 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,302,981 | 552,643 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,222,126 | 551,126 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,715,977 | 508,857 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,536,728 | 529,297 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $20,023,188 | 539,273 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,137,234 | 559,568 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $17,384,712 | 577,565 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $14,510,356 | 589,851 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $10,332,262 | 574,015 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,391,978 | 603,984 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,912,926 | 652,008 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||