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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

JEF holding history

Jefferies Financial Group Inc. in every 13F filed by Greenleaf Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JEF overviewAll 13F holders of JEFFull Q2 2026 holdings

Shares (Q2 2026)
6,347
Value
$317.2K
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of JEF by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,347$317.2K<0.1%+322+5.3%AddedHolders
Q1 20266,025$248.7K<0.1%−24−0.4%ReducedHolders
Q4 20256,049$374.9K<0.1%+61+1.0%AddedHolders
Q3 20255,988$391.7K<0.1%+44+0.7%AddedHolders
Q2 20255,944$325.1K<0.1%+96+1.6%AddedHolders
Q1 20255,848$313.3K<0.1%−706−10.8%ReducedHolders
Q4 20246,554$513.8K<0.1%+179+2.8%AddedHolders
Q3 20246,375$392.4K<0.1%+125+2.0%AddedHolders
Q2 20246,250$311.0K<0.1%+40+0.6%AddedHolders
Q1 20246,210$273.9K<0.1%−142−2.2%ReducedHolders
Q4 20236,352$256.7K<0.1%−566−8.2%ReducedHolders
Q3 20236,918$253.4K<0.1%+228+3.4%AddedHolders
Q2 20236,690$221.9K<0.1%−208−3.0%ReducedHolders
Q1 20236,898$218.9K<0.1%−85−1.2%ReducedHolders
Q4 20226,983$239.0K<0.1%+6,983NewHolders
Q1 20220$00.0%−6,722−100.0%Sold outHolders
Q4 20216,722$261.0K<0.1%+6,722NewHolders