Position in JEF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$974,060
+$358,684 QoQ
Shares Held
19,489
+30.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#254
of 581 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bull Harbor Capital LLC holds $5,966,392 across 11 Capital Markets names. JEF ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
3,553 | $1,213,136 | |
| 2 | JEF |
Jefferies Financial Group Inc.
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|
19,489 | $974,060 | |
| 3 | GS |
Goldman Sachs Group Inc
|
832 | $841,459 | |
| 4 | SF |
Stifel Financial Corp
|
7,966 | $555,787 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,077 | $505,973 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,789 | $379,960 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
6,297 | $375,112 | |
| 8 | MS |
Morgan Stanley
|
1,560 | $326,102 |
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,060 | 19,489 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $615,376 | 14,911 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||