Global Retirement Partners, LLC
PensionPosition in JEF — Jefferies Financial Group Inc.
CIK 1749744
San Rafael, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,335
-$190,289 QoQ
Shares Held
727
-80.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 581 holders
Holding Since
Dec 2020
20 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. JEF ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in JEF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,335 | 727 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $226,624 | 3,657 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $199,007 | 3,042 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $141,154 | 2,581 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $228,222 | 2,911 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,431 | 72 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,881 | 78 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,439 | 78 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,151 | 78 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,747 | 75 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,487 | 75 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,348 | 74 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,827 | 170 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,015 | 170 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,695 | 170 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,701 | 204 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $4,232 | 114 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,147 | 209 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $21,702 | 721 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $41,352 | 1,681 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||