Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,427,478
+$1,831,237 QoQ
Shares Held
68,577
+77.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#136
of 585 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. JEF ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
62,498 | $63,208,602 | |
| 2 | MS |
Morgan Stanley
|
278,364 | $58,189,210 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
681,610 | $25,328,627 | |
| 4 | SCHW |
Schwab Charles Corp
|
165,885 | $15,306,208 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,920 | $6,911,297 | |
| 6 | IREN |
IREN Ltd
|
118,577 | $5,422,526 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
68,577 | $3,427,478 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
169,649 | $2,258,028 |
All Filings in JEF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,427,478 | 68,577 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,596,241 | 38,678 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,252,423 | 36,347 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,196,476 | 33,575 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,420,299 | 25,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,243,841 | 23,219 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,109,665 | 26,909 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $913,278 | 14,838 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $621,303 | 12,486 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $62,974 | 1,428 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $50,997 | 1,262 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $27,619 | 754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,900 | 811 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,996 | 504 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,662 | 2,003 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||