Perpetual Ltd
Position in JEF — Jefferies Financial Group Inc.
CIK 1647273
SYDNEY, NEW SOUTH WALES, C3
Position in JEF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$352,309
-$25,529,800 QoQ
Shares Held
7,049
-98.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 581 holders
Holding Since
Mar 2020
5 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, 2026Perpetual Ltd holds $163,830,635 across 9 Capital Markets names. JEF ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
455,719 | $42,049,191 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
121,468 | $34,215,105 | |
| 3 | GS |
Goldman Sachs Group Inc
|
29,989 | $30,329,973 | |
| 4 | MS |
Morgan Stanley
|
144,225 | $30,148,793 | |
| 5 | SNEX |
StoneX Group Inc.
|
328,686 | $25,966,193 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
7,049 | $352,309 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,786 | $277,652 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
2,194 | $248,997 |
All Filings in JEF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,309 | 7,049 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $25,882,109 | 627,141 | Shares | Sole | 2026-04-14 | |
| 2020-09-30 | $9,040,331 | 502,241 | Shares | Sole | 2020-12-08 | |
| 2020-06-30 | $2,931,307 | 188,508 | Shares | Sole | 2020-12-08 | |
| 2020-03-31 | $1,192,977 | 87,270 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||