Position in JEF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,351,959
-$156,459 QoQ
Shares Held
27,050
-26.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#218
of 581 holders
Holding Since
Dec 2022
15 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, 2026Moors & Cabot, Inc. holds $16,301,398 across 9 Capital Markets names. JEF ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,734 | $5,799,195 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
118,904 | $4,418,472 | |
| 3 | SCHW |
Schwab Charles Corp
|
19,833 | $1,829,990 | |
| 4 | JEF |
Jefferies Financial Group Inc.
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|
27,050 | $1,351,959 | |
| 5 | MS |
Morgan Stanley
|
4,440 | $928,137 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
8,641 | $866,519 | |
| 7 | WULF |
Terawulf Inc.
|
21,350 | $527,345 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
5,898 | $369,391 |
All Filings in JEF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,351,959 | 27,050 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,508,418 | 36,550 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,883,888 | 30,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,366,568 | 36,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,277,127 | 41,637 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,526,745 | 28,500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,548,400 | 19,750 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,483,355 | 24,100 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,355,960 | 27,250 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,091,475 | 24,750 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,030,252 | 25,495 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,075,639 | 29,365 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,128,609 | 34,025 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $903,796 | 28,475 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $671,888 | 19,600 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||