WHITTIER TRUST CO OF NEVADA INC
BankPosition in JEF — Jefferies Financial Group Inc.
CIK 1263548
RENO, NV
Position in JEF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,265,243
+$220,493 QoQ
Shares Held
25,315
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#224
of 581 holders
Holding Since
Mar 2020
26 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $69,666,007 across 19 Capital Markets names. JEF ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,410 | $41,880,831 | |
| 2 | SCHW |
Schwab Charles Corp
|
120,385 | $11,107,923 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
20,373 | $5,738,665 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
38,849 | $5,210,815 | |
| 5 | EVR |
Evercore Inc.
|
5,822 | $1,987,862 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
25,315 | $1,265,243 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
36,591 | $1,123,708 | |
| 8 | MS |
Morgan Stanley
|
3,999 | $835,950 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265,243 | 25,315 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,044,750 | 25,315 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $342,570 | 5,528 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $383,230 | 5,858 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $320,374 | 5,858 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $314,188 | 5,865 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $456,601 | 5,824 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $358,467 | 5,824 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $289,802 | 5,824 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $255,735 | 5,799 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $231,832 | 5,737 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $204,688 | 5,588 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $181,705 | 5,478 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $173,871 | 5,478 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $190,665 | 5,562 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $161,601 | 5,478 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $151,302 | 5,478 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $179,952 | 5,478 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $212,546 | 5,478 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $203,397 | 5,478 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $187,347 | 5,478 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $164,887 | 5,478 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $134,759 | 5,478 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $98,603 | 5,478 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $85,183 | 5,478 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $74,884 | 5,478 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||