MISSION WEALTH MANAGEMENT, LP
Position in JEF — Jefferies Financial Group Inc.
CIK 1645382
Santa Barbara, CA
Position in JEF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$416,533
New position
Shares Held
8,334
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $20,138,635 across 12 Capital Markets names. JEF ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,953 | $10,066,165 | |
| 2 | MS |
Morgan Stanley
|
17,293 | $3,614,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,820 | $1,275,171 | |
| 4 | WULF |
Terawulf Inc.
|
51,522 | $1,272,593 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,858 | $771,000 | |
| 6 | IREN |
IREN Ltd
|
15,729 | $719,287 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,553 | $657,134 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
7,891 | $494,213 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,533 | 8,334 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||