Position in JEF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$317,223
+$68,572 QoQ
Shares Held
6,347
+5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#365
of 581 holders
Holding Since
Mar 2020
17 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, 2026GREENLEAF TRUST holds $24,819,422 across 14 Capital Markets names. JEF ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,398 | $8,493,485 | |
| 2 | MS |
Morgan Stanley
|
29,247 | $6,113,792 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,653 | $4,581,482 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
8,942 | $2,518,782 | |
| 5 | EVR |
Evercore Inc.
|
1,677 | $572,594 | |
| 6 | WULF |
Terawulf Inc.
|
19,501 | $481,674 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
4,472 | $448,451 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
15,352 | $420,337 |
All Filings in JEF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,223 | 6,347 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $248,651 | 6,025 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $374,856 | 6,049 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $391,734 | 5,988 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $325,077 | 5,944 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $313,277 | 5,848 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $513,833 | 6,554 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $392,381 | 6,375 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $311,000 | 6,250 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $273,861 | 6,210 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $256,684 | 6,352 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $253,406 | 6,918 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $221,907 | 6,690 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $218,942 | 6,898 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $239,377 | 6,983 | Shares | Defined | 2023-01-25 | |
| 2021-12-31 | $260,813 | 6,722 | Shares | Defined | 2022-02-11 | |
| 2020-03-31 | $168,591 | 12,333 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||