Hamilton Capital Partners Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 2141005
TORONTO, A6
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,640
-$5,189 QoQ
Shares Held
5,455
-19.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 581 holders
Holding Since
Sep 2023
12 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, 2026Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names. JEF ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
84,573 | $7,803,550 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,520 | $7,605,502 | |
| 3 | MS |
Morgan Stanley
|
35,686 | $7,459,801 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,608 | $452,941 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,250 | $301,792 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
5,455 | $272,640 | |
| 7 | EVR |
Evercore Inc.
|
681 | $232,520 | |
| 8 | SF |
Stifel Financial Corp
|
1,663 | $116,027 |
All Filings in JEF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,640 | 5,455 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,829 | 6,732 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $283,636 | 4,577 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $227,203 | 3,473 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $189,938 | 3,473 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $186,048 | 3,473 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $280,044 | 3,572 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $254,201 | 4,130 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $205,508 | 4,130 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $406,602 | 9,220 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $436,832 | 10,810 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $183,150 | 5,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||