GHP Investment Advisors, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1401561
Denver, CO
Position in JEF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,393
+$2,857 QoQ
Shares Held
328
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 581 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $26,271,955 across 18 Capital Markets names. JEF ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
119,657 | $16,049,592 | |
| 2 | SCHW |
Schwab Charles Corp
|
97,007 | $8,950,835 | |
| 3 | GS |
Goldman Sachs Group Inc
|
595 | $601,765 | |
| 4 | MS |
Morgan Stanley
|
1,529 | $319,622 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,501 | $217,687 | |
| 6 | EVR |
Evercore Inc.
|
172 | $58,727 | |
| 7 | WULF |
Terawulf Inc.
|
1,000 | $24,700 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
328 | $16,393 |
All Filings in JEF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,393 | 328 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,536 | 328 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $19,830 | 320 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $20,934 | 320 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,500 | 320 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,142 | 320 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,088 | 320 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $19,696 | 320 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $11,721 | 320 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $10,614 | 320 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,156 | 320 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,969 | 320 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $9,440 | 320 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||