Position in JEF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$333,966
+$14,826 QoQ
Shares Held
6,682
-13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#358
of 581 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $5,787,995 across 8 Capital Markets names. JEF ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
12,264 | $2,563,666 | |
| 2 | SCHW |
Schwab Charles Corp
|
10,779 | $994,578 | |
| 3 | GS |
Goldman Sachs Group Inc
|
859 | $868,766 | |
| 4 | ETOR |
eToro Group Ltd.
|
11,948 | $471,587 | |
| 5 | EVR |
Evercore Inc.
|
1,007 | $343,830 | |
| 6 | JEF |
Jefferies Financial Group Inc.
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|
6,682 | $333,966 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,056 | $204,900 | |
| 8 | ATCH |
AtlasClear Holdings, Inc.
|
34,024 | $6,702 |
All Filings in JEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,966 | 6,682 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $319,140 | 7,733 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $298,571 | 4,818 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||