Position in JEF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,434,175
+$490,235 QoQ
Shares Held
48,703
+3.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 581 holders
Holding Since
Jun 2020
25 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, 2026Handelsbanken Fonder AB holds $426,210,832 across 32 Capital Markets names. JEF ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
115,455 | $116,767,723 | |
| 2 | MS |
Morgan Stanley
|
526,074 | $109,970,508 | |
| 3 | SCHW |
Schwab Charles Corp
|
652,139 | $60,172,865 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
219,632 | $29,459,240 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
249,885 | $25,058,467 | |
| 6 | TW |
Tradeweb Markets Inc.
|
217,570 | $21,683,026 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
124,883 | $10,869,816 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
25,861 | $7,284,526 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,434,175 | 48,703 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,943,940 | 47,103 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,918,972 | 47,103 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,702,042 | 41,303 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,258,861 | 41,303 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,303,670 | 43,003 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,371,435 | 43,003 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,286,954 | 53,403 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,950,741 | 39,203 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,728,852 | 39,203 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,584,193 | 39,203 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,436,005 | 39,203 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,300,363 | 39,203 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $695,201 | 21,903 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $750,835 | 21,903 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $646,139 | 21,903 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $604,961 | 21,903 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $719,514 | 21,903 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,299,916 | 33,503 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,340,503 | 36,103 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,234,723 | 36,103 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,146,900 | 38,103 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $937,335 | 38,103 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $685,853 | 38,103 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $592,503 | 38,103 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||