Position in JEF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,900,681
+$7,894,796 QoQ
Shares Held
998,413
-1.9% QoQ
Ownership
0.433%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#31
of 581 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $140,847,053 across 14 Capital Markets names. JEF ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
This page
|
998,413 | $49,900,681 | |
| 2 | MS |
Morgan Stanley
|
181,267 | $37,892,053 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26,407 | $26,707,247 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
107,919 | $9,393,269 | |
| 5 | SCHW |
Schwab Charles Corp
|
81,949 | $7,561,434 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
11,476 | $3,232,559 | |
| 7 | MC |
Moelis & Co
|
40,439 | $2,645,519 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,624 | $1,366,214 |
All Filings in JEF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,900,681 | 998,413 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $42,005,885 | 1,017,831 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $57,298,391 | 924,615 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $59,519,312 | 909,803 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,742,860 | 781,548 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,940,353 | 502,900 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $35,290,897 | 450,139 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $26,017,185 | 422,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,461,859 | 411,211 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $17,619,052 | 399,525 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $14,401,275 | 356,379 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $11,935,519 | 325,840 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,410,245 | 555,027 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,656,929 | 524,793 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,154,123 | 471,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,121,699 | 444,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,833,604 | 392,237 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $12,363,444 | 376,360 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,084,333 | 337,225 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $12,552,305 | 338,064 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,940,003 | 319,883 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,459,667 | 281,052 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||