Position in JEF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,591,013
+$500,510 QoQ
Shares Held
71,849
-4.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#132
of 581 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $178,936,360 across 30 Capital Markets names. JEF ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,581 | $51,156,105 | |
| 2 | MS |
Morgan Stanley
|
203,238 | $42,484,871 | |
| 3 | SCHW |
Schwab Charles Corp
|
285,274 | $26,322,231 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
153,102 | $15,353,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
81,030 | $7,052,851 | |
| 6 | EVR |
Evercore Inc.
|
17,579 | $6,002,173 | |
| 7 | SF |
Stifel Financial Corp
|
67,703 | $4,723,638 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
71,849 | $3,591,013 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,591,013 | 71,849 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,090,503 | 74,885 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,547,358 | 73,380 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,959,490 | 75,810 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,088,296 | 74,754 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,074,748 | 76,064 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,180,115 | 78,828 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,863,065 | 79,010 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,327,527 | 86,968 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,447,881 | 100,859 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,413,903 | 109,228 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,426,259 | 120,837 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,106,147 | 123,791 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,042,089 | 127,350 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,760,005 | 168,028 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,034,128 | 136,750 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,293,066 | 155,433 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,529,233 | 137,876 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $5,623,440 | 144,934 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,613,589 | 178,120 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,632,682 | 193,938 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $827,509 | 27,492 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $703,708 | 28,606 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $539,873 | 29,993 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $469,689 | 30,205 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $805,598 | 58,932 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||