Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$255,297
-$404,435 QoQ
Shares Held
5,108
-52.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 581 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $52,533,468 across 8 Capital Markets names. JEF ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
111,524 | $23,312,976 | |
| 2 | SF |
Stifel Financial Corp
|
200,717 | $14,004,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
131,889 | $12,169,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,892 | $1,913,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,775 | $378,556 | |
| 6 | EVR |
Evercore Inc.
|
792 | $270,420 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
5,108 | $255,297 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
814 | $229,287 |
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,297 | 5,108 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $659,732 | 10,646 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||