WELLS FARGO & COMPANY/MN
Position in JEF — Jefferies Financial Group Inc.
CIK 72971
SAN FRANCISCO, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,904,836
+$438,338 QoQ
Shares Held
118,144
-10.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. JEF ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,904,836 | 118,144 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,466,498 | 132,457 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $12,166,445 | 196,328 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,873,980 | 364,934 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,226,938 | 388,132 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,522,050 | 327,087 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $25,123,670 | 320,455 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,088,370 | 277,634 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,477,371 | 290,944 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,941,705 | 270,787 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,602,734 | 262,379 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,435,119 | 175,679 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,893,567 | 147,530 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,559,670 | 143,657 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,907,939 | 143,172 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,378,016 | 114,509 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,064,995 | 110,970 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,036,379 | 214,197 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,453,048 | 346,728 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,406,468 | 630,393 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,335,524 | 565,366 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,608,676 | 485,338 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $11,534,340 | 468,875 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,207,949 | 400,442 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,533,901 | 355,877 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,356,927 | 465,029 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||