Position in JEF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$64,974
+$3,069 QoQ
Shares Held
1,300
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#457
of 581 holders
Holding Since
Mar 2021
22 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, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. JEF ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,176 | $117,928 |
All Filings in JEF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,974 | 1,300 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $61,905 | 1,500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $141,787 | 2,288 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $163,550 | 2,500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $136,725 | 2,500 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $128,568 | 2,400 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $290,080 | 3,700 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $233,890 | 3,800 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $189,088 | 3,800 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $194,040 | 4,400 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $215,183 | 5,325 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $180,402 | 4,925 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $163,362 | 4,925 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $38,881 | 1,225 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $41,993 | 1,225 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $36,137 | 1,225 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $124,980 | 4,525 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $373,669 | 11,375 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $468,510 | 12,075 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $462,268 | 12,450 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $432,630 | 12,650 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $431,935 | 14,350 | Shares | Sole | 2021-06-15 | |
| No filing history on record for this holder in this stock. | ||||||