Evercore Wealth Management, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1482689 New York, NY

Position in JEF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$597,910

+$104,197 QoQ

Shares Held

11,963

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#295

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $235,466,466 across 6 Capital Markets names. JEF ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,088,168	$227,470,637
2	GS	Goldman Sachs Group Inc	4,984	$5,040,668
3	SCHW	Schwab Charles Corp	16,285	$1,502,616
4	HOOD	Robinhood Markets, Inc.	6,071	$608,799
5	JEF	Jefferies Financial Group Inc. This page	11,963	$597,910
6	EVR	Evercore Inc.	720	$245,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,910	11,963	0.0%	Shares	Sole	2026-08-14
2026-03-31	$493,713	11,963	0.0%	Shares	Sole	2026-05-15
2025-12-31	$741,347	11,963	-13.0%	Shares	Sole	2026-02-17
2025-09-30	$899,720	13,753	+4.9%	Shares	Sole	2025-11-14
2025-06-30	$716,876	13,108	+9.6%	Shares	Defined	2025-08-14
2025-03-31	$640,857	11,963	-28.2%	Shares	Sole	2025-05-15
2024-12-31	$1,306,379	16,663	-7.1%	Shares	Sole	2025-02-14
2024-09-30	$1,103,776	17,933	0.0%	Shares	Sole	2024-11-14
2024-06-30	$892,346	17,933	0.0%	Shares	Sole	2024-08-14
2024-03-31	$790,845	17,933	0.0%	Shares	Sole	2024-05-15
2023-12-31	$724,672	17,933	0.0%	Shares	Sole	2024-02-14
2023-09-30	$656,885	17,933	0.0%	Shares	Sole	2023-11-14
2023-06-30	$594,837	17,933	-3.1%	Shares	Sole	2023-08-04
2023-03-31	$587,602	18,513	0.0%	Shares	Sole	2023-05-15
2022-12-31	$634,626	18,513	0.0%	Shares	Sole	2023-02-14
2022-09-30	$546,133	18,513	0.0%	Shares	Sole	2022-11-14
2022-06-30	$511,329	18,513	0.0%	Shares	Sole	2022-08-15
2022-03-31	$608,152	18,513	-15.3%	Shares	Sole	2022-05-16
2021-12-31	$847,896	21,853	0.0%	Shares	Sole	2022-02-14
2021-09-30	$811,401	21,853	0.0%	Shares	Sole	2021-11-15
2021-06-30	$747,372	21,853	0.0%	Shares	Sole	2021-08-16
2021-03-31	$657,775	21,853	-2.7%	Shares	Sole	2021-05-17
2020-12-31	$552,344	22,453	+5.8%	Shares	Sole	2021-02-16
2020-09-30	$382,013	21,223	+0.2%	Shares	Sole	2020-11-16
2020-06-30	$329,241	21,173	+0.5%	Shares	Sole	2020-08-13
2020-03-31	$288,067	21,073	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.