Position in JEF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$899
+$404 QoQ
Shares Held
18
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#554
of 581 holders
Holding Since
Jun 2025
5 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, 2026DecisionPoint Financial, LLC holds $15,772 across 22 Capital Markets names. JEF ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22 | $4,598 | |
| 2 | SCHW |
Schwab Charles Corp
|
28 | $2,583 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2 | $2,022 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15 | $1,504 | |
| 5 | JEF |
Jefferies Financial Group Inc.
This page
|
18 | $899 | |
| 6 | MARA |
MARA Holdings, Inc.
|
55 | $763 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2 | $563 | |
| 8 | SF |
Stifel Financial Corp
|
6 | $418 |
All Filings in JEF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899 | 18 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $495 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $743 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $785 | 12 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $656 | 12 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||