SouthState Bank Corp

Bank

Position in JEF — Jefferies Financial Group Inc.

CIK 764038 WINTER HAVEN, FL

Position in JEF

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,499

+$385 QoQ

Shares Held

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#545

of 581 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

SouthState Bank Corp holds $13,478,538 across 15 Capital Markets names. JEF ranks #10 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	34,384	$7,187,630
2	GS	Goldman Sachs Group Inc	5,656	$5,720,308
3	SCHW	Schwab Charles Corp	4,129	$380,982
4	PIPR	Piper Sandler Companies	2,060	$149,020
5	HOOD	Robinhood Markets, Inc.	198	$19,854
6	SF	Stifel Financial Corp	77	$5,371
7	IBKR	Interactive Brokers Group, Inc.	59	$5,135
8	EVR	Evercore Inc.	10	$3,414

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,499	30	+11.1%	Shares	Defined	2026-08-06
2026-03-31	$1,114	27	-15.6%	Shares	Defined	2026-05-05
2025-12-31	$1,983	32	-38.5%	Shares	Defined	2026-02-11
2025-09-30	$3,401	52	-8.8%	Shares	Defined	2025-11-05
2025-06-30	$3,117	57	+14.0%	Shares	Defined	2025-08-06
2025-03-31	$2,678	50	-84.4%	Shares	Defined	2025-05-12
2023-09-30	$11,758	321	0.0%	Shares	Other	2023-11-07
2023-06-30	$10,647	321	0.0%	Shares	Other	2023-08-08
2023-03-31	$10,188	321	0.0%	Shares	Other	2023-05-08
2022-12-31	$11,003	321	0.0%	Shares	Other	2023-02-10
2022-09-30	$9,469	321	—	Shares	Other	2022-11-07
No filing history on record for this holder in this stock.