Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,658,482
+$7,021,596 QoQ
Shares Held
413,335
+25.1% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#52
of 581 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 7%
Shared 62%
None 31%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. JEF ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in JEF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,658,482 | 413,335 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $13,636,886 | 330,431 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $17,533,419 | 282,934 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $14,231,139 | 217,535 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $12,661,172 | 231,508 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,131,194 | 226,455 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $22,470,929 | 286,619 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,365,132 | 460,847 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,434,721 | 209,701 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,800,855 | 448,999 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,942,868 | 196,557 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,249,632 | 34,115 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,377,098 | 192,255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,267,316 | 197,458 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||