Position in JEF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,234,837
-$3,123,914 QoQ
Shares Held
102,613
-13.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,234,837 | 102,613 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,358,751 | 118,747 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,495,505 | 129,861 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,734,969 | 141,433 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,846,182 | 146,466 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,815,663 | 150,710 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $10,196,803 | 165,667 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $11,081,451 | 222,698 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,366,409 | 235,066 | Shares | Other | 2024-05-28 | |
| 2023-12-31 | $11,464,801 | 283,712 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $6,581,896 | 179,686 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $6,255,462 | 188,588 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $6,200,916 | 195,366 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $7,014,448 | 204,622 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,960,832 | 202,062 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,843,527 | 66,746 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,192,609 | 66,746 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,331,686 | 60,095 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $2,231,325 | 60,095 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,351,353 | 68,753 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,113,712 | 70,223 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,871,398 | 76,073 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,485,268 | 82,515 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,295,412 | 83,306 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,299,425 | 95,057 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||