Westside Investment Management, Inc.
Position in JEF — Jefferies Financial Group Inc.
CIK 1538383
SANTA MONICA, CA
Position in JEF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,041
+$3,667 QoQ
Shares Held
421
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#482
of 581 holders
Holding Since
Mar 2020
26 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, 2026Westside Investment Management, Inc. holds $741,643 across 14 Capital Markets names. JEF ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
364 | $368,138 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,405 | $140,893 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,056 | $97,437 | |
| 4 | MS |
Morgan Stanley
|
171 | $35,745 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
100 | $28,168 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
421 | $21,041 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,174 | $15,625 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
116 | $15,559 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,041 | 421 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,374 | 421 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,089 | 421 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,541 | 421 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,024 | 421 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,552 | 421 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $33,006 | 421 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $25,912 | 421 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $20,948 | 421 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $18,566 | 421 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $17,012 | 421 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $15,421 | 421 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,964 | 421 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $13,362 | 421 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $14,431 | 421 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,419 | 421 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,628 | 421 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $13,829 | 421 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $16,334 | 421 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $15,631 | 421 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $14,398 | 421 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $12,672 | 421 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $10,356 | 421 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $7,577 | 421 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $6,546 | 421 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $5,755 | 421 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||