Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,463,262
+$3,534,290 QoQ
Shares Held
189,341
+31.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 581 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. JEF ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
189,341 | $9,463,262 |
All Filings in JEF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,463,262 | 189,341 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,928,972 | 143,663 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,407,564 | 87,261 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,550,211 | 54,268 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,593,781 | 47,427 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,640,304 | 49,287 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,425,773 | 30,941 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,740,202 | 28,273 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,190,457 | 23,924 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $922,968 | 20,929 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $815,432 | 20,179 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $702,599 | 19,181 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $562,164 | 16,948 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $399,828 | 12,597 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $383,662 | 11,192 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $333,940 | 11,320 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $206,100 | 7,462 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $352,743 | 10,738 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $452,252 | 11,656 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $416,635 | 11,221 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $213,408 | 6,240 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $377,333 | 12,536 | Shares | Sole | 2021-04-30 | |
| 2020-09-30 | $331,163 | 18,398 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $287,473 | 18,487 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $269,448 | 19,711 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||