Position in JEF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,072,450
-$7,603,602 QoQ
Shares Held
340,985
-2.5% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 97.90841239350705.ToString("F0")%
Shared 0.ToString("F0")%
None 2.091587606492954.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LOOMIS SAYLES & CO L P holds $413,202,581 across 11 Capital Markets names. JEF ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
213,185 | $180,352,378 | |
| 2 | MRX |
Marex Group plc
|
1,918,622 | $85,532,168 | |
| 3 | SF |
Stifel Financial Corp
|
673,597 | $49,792,289 | |
| 4 | PJT |
PJT Partners Inc.
|
295,584 | $41,298,996 | |
| 5 | SNEX |
StoneX Group Inc.
|
217,754 | $17,561,859 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
340,985 | $14,072,450 | |
| 7 | MS |
Morgan Stanley
|
56,723 | $9,334,903 | |
| 8 | PWP |
Perella Weinberg Partners
|
476,589 | $8,654,856 |
All Filings in JEF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $2,735 | 97 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,568 | 173 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $5,433 | 173 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $171,372 | 4,620 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,501 | 324 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $139,742 | 4,274 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $122,989 | 4,274 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||