Position in JEF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$374,850
+$65,325 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 581 holders
Holding Since
Mar 2021
22 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, 2026Boston Trust Walden Corp holds $118,338,715 across 6 Capital Markets names. JEF ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
215,325 | $45,011,537 | |
| 2 | EVR |
Evercore Inc.
|
115,831 | $39,549,335 | |
| 3 | PIPR |
Piper Sandler Companies
|
437,008 | $31,613,158 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,184 | $1,197,462 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,420 | $592,373 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
7,500 | $374,850 |
All Filings in JEF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,850 | 7,500 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $309,525 | 7,500 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $464,775 | 7,500 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $490,650 | 7,500 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $410,175 | 7,500 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $401,775 | 7,500 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $588,000 | 7,500 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $461,625 | 7,500 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $373,200 | 7,500 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $330,750 | 7,500 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $303,075 | 7,500 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $274,725 | 7,500 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $248,775 | 7,500 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $238,050 | 7,500 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $257,100 | 7,500 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $221,250 | 7,500 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $207,150 | 7,500 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $246,375 | 7,500 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $291,000 | 7,500 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $278,474 | 7,500 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $256,500 | 7,500 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $225,750 | 7,500 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||