CARRET ASSET MANAGEMENT, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 791490
NEW YORK, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$266,893
+$51,464 QoQ
Shares Held
5,340
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#390
of 581 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CARRET ASSET MANAGEMENT, LLC holds $21,277,203 across 3 Capital Markets names. JEF ranks #3 (1.3% of the industry book) .
All Filings in JEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,893 | 5,340 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $215,429 | 5,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,866 | 3,435 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||