Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,931,724
-$2,140,726 QoQ
Shares Held
238,730
-30.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#72
of 581 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $471,864,983 across 11 Capital Markets names. JEF ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
191,453 | $193,629,820 | |
| 2 | MRX |
Marex Group Ltd
|
1,626,702 | $99,147,486 | |
| 3 | SF |
Stifel Financial Corp
|
651,894 | $45,482,643 | |
| 4 | PJT |
PJT Partners Inc.
|
275,858 | $41,638,006 | |
| 5 | PIPR |
Piper Sandler Companies
|
500,598 | $36,213,258 | |
| 6 | SNEX |
StoneX Group Inc.
|
318,082 | $25,128,517 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
238,730 | $11,931,724 | |
| 8 | MS |
Morgan Stanley
|
49,868 | $10,424,406 |
All Filings in JEF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,931,724 | 238,730 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,072,450 | 340,985 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $21,676,052 | 349,783 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $26,278,951 | 401,696 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,311,408 | 316,537 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $23,380,626 | 436,450 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $35,001,444 | 446,447 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $30,962,850 | 503,052 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,570,228 | 594,257 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $29,368,394 | 665,950 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,828,541 | 416,445 | Shares | Defined | 2024-02-13 | |
| 2022-09-30 | $2,861 | 97 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,778 | 173 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $5,683 | 173 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $179,256 | 4,620 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,030 | 324 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $146,170 | 4,274 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $128,647 | 4,274 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||