TD PRIVATE CLIENT WEALTH LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1551017
NEW YORK, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,098
+$540 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 581 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. JEF ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in JEF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098 | 62 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,558 | 62 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $84,217 | 1,359 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $91,195 | 1,394 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $81,816 | 1,496 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $79,926 | 1,492 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $212,307 | 2,708 | Shares | Defined | 2025-02-11 | |
| 2023-06-30 | $9,022 | 272 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $8,633 | 272 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $9,324 | 272 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $8,024 | 272 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $7,512 | 272 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $20,301 | 618 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $7,135 | 522 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||