Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,706,813
+$8,402,340 QoQ
Shares Held
334,270
+66.1% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#63
of 581 holders
Holding Since
Mar 2021
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, 2026Mariner, LLC holds $770,115,959 across 31 Capital Markets names. JEF ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,375,832 | $219,218,018 | |
| 2 | GS |
Goldman Sachs Group Inc
|
209,144 | $211,521,966 | |
| 3 | MS |
Morgan Stanley
|
927,484 | $193,881,255 | |
| 4 | SNEX |
StoneX Group Inc.
|
417,024 | $32,944,896 | |
| 5 | EVR |
Evercore Inc.
|
61,662 | $21,053,872 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
206,356 | $20,693,378 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
334,270 | $16,706,813 | |
| 8 | TW |
Tradeweb Markets Inc.
|
78,519 | $7,825,203 |
All Filings in JEF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,706,813 | 334,270 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,304,473 | 201,223 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,231,299 | 148,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,352,513 | 51,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,348,327 | 24,654 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $733,319 | 13,689 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,040,603 | 13,273 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $725,428 | 11,786 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $717,638 | 14,422 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $523,819 | 11,878 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $455,703 | 11,277 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $387,362 | 10,575 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $352,895 | 10,639 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $357,170 | 11,253 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $296,488 | 8,649 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $252,018 | 8,543 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $486,389 | 17,610 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $506,646 | 15,423 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $577,150 | 14,875 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $545,290 | 14,686 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $471,447 | 13,785 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $347,534 | 11,546 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||