Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,511,195
+$135,749 QoQ
Shares Held
30,236
-9.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. JEF ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,511,195 | 30,236 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,375,446 | 33,328 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,665,710 | 59,153 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,533,736 | 69,302 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,228,411 | 77,316 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,676,294 | 68,626 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,304,332 | 29,392 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $629,964 | 10,235 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,614,114 | 32,438 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,476,644 | 33,484 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $432,387 | 10,700 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $518,643 | 14,159 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $465,242 | 14,026 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $704,086 | 22,183 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,987,144 | 57,968 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,645,156 | 55,768 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,550,202 | 56,126 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $581,083 | 17,689 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,656,620 | 120,016 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,404,911 | 118,635 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,455,757 | 42,566 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,299,236 | 43,164 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $335,273 | 13,629 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $284,848 | 15,825 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $265,859 | 17,097 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $318,071 | 23,268 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||