Colonial Trust Co / SC

Bank

Position in JEF — Jefferies Financial Group Inc.

CIK 1954093 SPARTANBURG, SC

Position in JEF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$69,372

+$12,090 QoQ

Shares Held

1,388

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#456

of 581 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,526,298 across 10 Capital Markets names. JEF ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,286	$10,402,951
2	SCHW	Schwab Charles Corp	51,070	$4,712,228
3	MS	Morgan Stanley	1,106	$231,198
4	LPLA	LPL Financial Holdings Inc.	283	$79,715
5	JEF	Jefferies Financial Group Inc. This page	1,388	$69,372
6	IBKR	Interactive Brokers Group, Inc.	128	$11,141
7	MC	Moelis & Co	134	$8,766
8	SNEX	StoneX Group Inc.	52	$4,147

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,372	1,388	0.0%	Shares	Sole	2026-08-11
2026-03-31	$57,282	1,388	-46.2%	Shares	Sole	2026-05-12
2025-12-31	$159,758	2,578	0.0%	Shares	Sole	2026-02-12
2025-09-30	$168,652	2,578	0.0%	Shares	Sole	2025-11-10
2025-06-30	$140,990	2,578	0.0%	Shares	Sole	2025-08-13
2025-03-31	$138,103	2,578	-1.5%	Shares	Sole	2025-05-14
2024-12-31	$205,251	2,618	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$158,675	2,578	0.0%	Shares	Sole	2024-11-12
2024-06-30	$128,281	2,578	0.0%	Shares	Sole	2024-08-14
2024-03-31	$113,689	2,578	0.0%	Shares	Sole	2024-05-14
2023-12-31	$104,176	2,578	0.0%	Shares	Sole	2024-02-14
2023-09-30	$94,432	2,578	0.0%	Shares	Sole	2023-11-13
2023-06-30	$85,512	2,578	0.0%	Shares	Sole	2023-08-14
2023-03-31	$81,825	2,578	0.0%	Shares	Sole	2023-05-11
2022-12-31	$88,373	2,578	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.