Position in JEF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,559,175
-$373,608 QoQ
Shares Held
71,212
-25.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#133
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KBC Group NV holds $937,513,134 across 30 Capital Markets names. JEF ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,231 | $352,280,687 | |
| 2 | GS |
Goldman Sachs Group Inc
|
310,391 | $313,920,144 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
2,028,985 | $176,602,853 | |
| 4 | SCHW |
Schwab Charles Corp
|
655,451 | $60,478,463 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
122,485 | $12,282,794 | |
| 6 | XP |
XP Inc.
|
271,094 | $4,407,988 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
12,835 | $3,615,362 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
71,212 | $3,559,175 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,559,175 | 71,212 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,932,783 | 95,294 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,883,741 | 94,945 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $7,022,640 | 107,347 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $5,865,666 | 107,253 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,010,768 | 112,204 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $8,591,542 | 109,586 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $6,786,441 | 110,259 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $5,432,448 | 109,173 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $4,786,966 | 108,548 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $4,288,713 | 106,130 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,875,160 | 105,792 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $3,424,835 | 103,251 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $3,288,137 | 103,596 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $3,187,014 | 92,970 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $2,643,497 | 89,610 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $1,258,203 | 45,554 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $1,376,417 | 41,900 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $1,709,528 | 44,060 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $861,675 | 23,207 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $982,327 | 28,723 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $737,871 | 24,514 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $476,109 | 19,354 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $375,568 | 20,865 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $646,244 | 41,559 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $1,021,637 | 74,736 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||