Position in JEF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$582,217
+$321,886 QoQ
Shares Held
11,649
+84.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 581 holders
Holding Since
Jun 2020
22 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, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. JEF ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
11,649 | $582,217 |
All Filings in JEF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,217 | 11,649 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $260,331 | 6,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $317,844 | 5,129 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $141,241 | 2,159 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $106,207 | 1,942 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $87,372 | 1,631 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $252,291 | 3,218 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $75,275 | 1,223 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $58,119 | 1,168 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $48,289 | 1,095 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $45,501 | 1,126 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $26,336 | 719 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $22,223 | 670 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $23,678 | 746 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24,201 | 706 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $18,260 | 619 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,290 | 626 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $25,623 | 780 | Shares | Sole | 2022-04-22 | |
| 2021-03-31 | $693,865 | 23,052 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $567,080 | 23,052 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $426,545 | 23,697 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $387,662 | 24,930 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||