Position in JEF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$71,521
+$12,464 QoQ
Shares Held
1,431
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#455
of 581 holders
Holding Since
Sep 2025
4 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, 2026OAKWORTH CAPITAL, INC. holds $1,361,349 across 7 Capital Markets names. JEF ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
5,162 | $476,297 | |
| 2 | MS |
Morgan Stanley
|
2,094 | $437,728 | |
| 3 | GS |
Goldman Sachs Group Inc
|
333 | $336,785 | |
| 4 | JEF |
Jefferies Financial Group Inc.
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|
1,431 | $71,521 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
165 | $22,131 | |
| 6 | SF |
Stifel Financial Corp
|
186 | $12,977 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
39 | $3,910 |
All Filings in JEF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,521 | 1,431 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $59,057 | 1,431 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $88,679 | 1,431 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $93,616 | 1,431 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||