Edgestream Partners, L.P.
Position in JEF — Jefferies Financial Group Inc.
CIK 1535061
Princeton, NJ
Position in JEF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,376,848
-$382,614 QoQ
Shares Held
47,556
+6.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#164
of 581 holders
Holding Since
Sep 2021
19 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, 2026Edgestream Partners, L.P. holds $55,845,716 across 12 Capital Markets names. JEF ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,816 | |
| 2 | MS |
Morgan Stanley
|
41,812 | $8,740,380 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
98,278 | $8,554,117 | |
| 4 | SF |
Stifel Financial Corp
|
101,813 | $7,103,493 | |
| 5 | MARA |
MARA Holdings, Inc.
|
496,906 | $6,902,024 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
63,338 | $3,773,044 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
47,556 | $2,376,848 | |
| 8 | SCHW |
Schwab Charles Corp
|
23,747 | $2,191,135 |
All Filings in JEF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,376,848 | 47,556 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $2,759,462 | 44,529 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,615,697 | 55,269 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,663,020 | 48,693 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,301,671 | 80,300 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,165,532 | 78,642 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,925,040 | 47,523 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,489,393 | 50,028 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,363,483 | 30,918 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,620,467 | 64,847 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,175,603 | 32,094 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,025,535 | 91,213 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,983,496 | 125,504 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,792,828 | 81,471 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,436,487 | 116,491 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $793,579 | 28,732 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,453,680 | 44,252 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,770,631 | 71,408 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,808,823 | 48,716 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||