TOCQUEVILLE ASSET MANAGEMENT L.P.
Position in JEF — Jefferies Financial Group Inc.
CIK 883961
New York, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,330,417
+$487,534 QoQ
Shares Held
66,635
-3.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#139
of 581 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TOCQUEVILLE ASSET MANAGEMENT L.P. holds $85,241,548 across 6 Capital Markets names. JEF ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,324 | $43,816,593 | |
| 2 | SCHW |
Schwab Charles Corp
|
137,307 | $12,669,316 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
338,225 | $12,568,441 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
99,125 | $9,940,255 | |
| 5 | JEF |
Jefferies Financial Group Inc.
This page
|
66,635 | $3,330,417 | |
| 6 | MS |
Morgan Stanley
|
13,952 | $2,916,526 |
All Filings in JEF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,330,417 | 66,635 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,842,883 | 68,885 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,089,514 | 49,855 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,468,502 | 53,019 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,767,265 | 68,884 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,608,957 | 67,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,329,161 | 67,974 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,274,647 | 69,450 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,834,008 | 77,050 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,722,293 | 61,730 | Shares | Sole | 2024-05-09 | |
| 2020-03-31 | $506,622 | 37,061 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||