Position in JEF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$581,659
-$286,540 QoQ
Shares Held
14,094
+0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $51,431,058 across 11 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
214,346 | $28,750,228 | |
| 2 | SF |
Stifel Financial Corp
|
254,005 | $17,721,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,476 | $2,350,670 | |
| 4 | SNEX |
StoneX Group Inc.
|
29,648 | $2,342,152 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,192 | $119,533 | |
| 6 | MS |
Morgan Stanley
|
458 | $95,740 | |
| 7 | BGC |
BGC Group, Inc.
|
4,000 | $42,760 | |
| 8 | MARA |
MARA Holdings, Inc.
|
225 | $3,125 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $581,659 | 14,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $868,199 | 14,010 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $927,328 | 14,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $775,230 | 14,175 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $786,139 | 14,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,158,360 | 14,775 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $929,405 | 15,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $755,108 | 15,175 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $669,217 | 15,175 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $642,519 | 15,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $583,332 | 15,925 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $500,867 | 15,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $479,274 | 15,100 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $517,628 | 15,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $268,450 | 9,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $233,389 | 8,450 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $260,336 | 7,925 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $319,130 | 8,225 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $210,712 | 5,675 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $106,020 | 3,100 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $102,340 | 3,400 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $93,480 | 3,800 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $68,399 | 3,800 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $83,970 | 5,400 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $84,753 | 6,200 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||