Crossmark Global Holdings, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1539204
HOUSTON, TX
Position in JEF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$568,422
+$109,830 QoQ
Shares Held
11,373
+2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 581 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. JEF ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,422 | 11,373 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $458,592 | 11,112 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $712,840 | 11,503 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $789,881 | 12,074 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $682,148 | 12,473 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $664,910 | 12,412 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $956,636 | 12,202 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $728,813 | 11,841 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $622,745 | 12,515 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $587,588 | 13,324 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $566,346 | 14,015 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $548,973 | 14,987 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $52,074 | 15,852 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $527,613 | 16,623 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $580,600 | 16,937 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $530,941 | 17,998 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $502,076 | 18,178 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $625,727 | 19,048 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $740,614 | 19,088 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $779,283 | 20,988 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $751,305 | 21,968 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $703,678 | 23,378 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $574,361 | 23,348 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $557,063 | 30,948 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $481,864 | 30,988 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $334,832 | 24,494 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||