Position in JEF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,469,811
+$664,249 QoQ
Shares Held
49,416
+13.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#160
of 581 holders
Holding Since
Mar 2020
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, 2026AlphaCore Capital LLC holds $22,192,535 across 11 Capital Markets names. JEF ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
49,209 | $10,286,649 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,606 | $6,681,110 | |
| 3 | JEF |
Jefferies Financial Group Inc.
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|
49,416 | $2,469,811 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,454 | $595,510 | |
| 5 | EVR |
Evercore Inc.
|
1,680 | $573,619 | |
| 6 | IREN |
IREN Ltd
|
9,784 | $447,422 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,140 | $321,115 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,846 | $247,715 |
All Filings in JEF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,469,811 | 49,416 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,805,562 | 43,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,670,535 | 43,094 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,698,117 | 41,243 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,248,634 | 41,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,181,852 | 40,729 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,147,995 | 40,153 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $2,485,512 | 40,382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,018,862 | 40,572 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,788,740 | 40,561 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,638,544 | 40,548 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,484,760 | 40,534 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,344,015 | 40,519 | Shares | Sole | 2023-08-10 | |
| 2020-06-30 | $31,100 | 2,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $29,048 | 2,125 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||