Position in JEF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,494,758
-$61,196,535 QoQ
Shares Held
860,062
-44.9% QoQ
Ownership
0.421%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.97890617188064.ToString("F0")%
Shared 0.ToString("F0")%
None 9.021093828119369.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FMR LLC holds $17,058,417,014 across 46 Capital Markets names. JEF ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,730,023 | $3,740,679,882 | |
| 2 | SCHW |
Schwab Charles Corp
|
35,688,169 | $3,353,974,119 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,341,232 | $2,826,648,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,057,391 | $1,251,377,194 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
12,501,284 | $838,461,116 | |
| 6 | SF |
Stifel Financial Corp
|
8,136,211 | $601,428,715 | |
| 7 | EVR |
Evercore Inc.
|
1,669,662 | $498,410,801 | |
| 8 | LAZ |
Lazard, Inc.
|
10,611,910 | $450,793,935 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,494,758 | 860,062 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $96,691,293 | 1,560,292 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $98,057,383 | 1,498,890 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,152,733 | 715,903 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $40,091,518 | 748,395 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $421,882,079 | 5,381,149 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $202,312,263 | 3,286,958 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $18,533,309 | 372,454 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,476,234 | 441,638 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $28,437,121 | 703,715 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $15,660,679 | 427,537 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,339,188 | 643,328 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,789,696 | 497,470 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $23,178,611 | 707,258 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,955,721 | 707,582 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,858,887 | 941,432 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $43,433,760 | 1,383,003 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,821,300 | 49,100 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,341,044 | 37,779 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $265,065 | 8,107 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,084,468 | 454,696 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,781,435 | 543,470 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $7,151,827 | 415,601 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,143,189 | 211,432 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $251,692 | 19,259 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||