Prestige Wealth Management Group LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1772715
FLEMINGTON, NJ
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,149
+$407 QoQ
Shares Held
23
+27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#547
of 581 holders
Holding Since
Dec 2020
23 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, 2026Prestige Wealth Management Group LLC holds $3,074,342 across 15 Capital Markets names. JEF ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,862 | $1,883,170 | |
| 2 | MS |
Morgan Stanley
|
5,415 | $1,131,950 | |
| 3 | SCHW |
Schwab Charles Corp
|
306 | $28,233 | |
| 4 | EVR |
Evercore Inc.
|
21 | $7,170 | |
| 5 | PIPR |
Piper Sandler Companies
|
84 | $6,076 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
38 | $3,810 | |
| 7 | SF |
Stifel Financial Corp
|
41 | $2,860 | |
| 8 | CLSK |
Cleanspark, Inc.
|
156 | $2,269 |
All Filings in JEF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149 | 23 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $742 | 18 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $929 | 15 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $981 | 15 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $820 | 15 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $803 | 15 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $1,176 | 15 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $923 | 15 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $746 | 15 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $661 | 15 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $606 | 15 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $549 | 15 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $497 | 15 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $476 | 15 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $514 | 15 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $442 | 15 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $414 | 15 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $492 | 15 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $582 | 15 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $556 | 15 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $513 | 15 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $451 | 15 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $369 | 15 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||