Position in JEF
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,596,241
-$656,182 QoQ
Shares Held
38,678
+6.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1.0858886188530947.ToString("F0")%
Shared 0.ToString("F0")%
None 98.91411138114691.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $122,060,434 across 39 Capital Markets names. JEF ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
57,826 | $48,920,217 | |
| 2 | MS |
Morgan Stanley
|
245,197 | $40,352,070 | |
| 3 | SCHW |
Schwab Charles Corp
|
129,834 | $12,201,799 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
58,235 | $4,035,685 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
111,435 | $2,204,184 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
38,678 | $1,596,241 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
39,025 | $1,518,853 | |
| 8 | SF |
Stifel Financial Corp
|
17,740 | $1,311,340 |
All Filings in JEF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $65,643 | 2,003 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||