Kingsview Wealth Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1791965
GRANTS PASS, OR
Position in JEF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$217,286
-$115,678 QoQ
Shares Held
5,265
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $16,807,274 across 10 Capital Markets names. JEF ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
88,001 | $6,505,033 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,903 | $4,993,878 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
28,470 | $1,972,971 | |
| 4 | MS |
Morgan Stanley
|
8,457 | $1,391,768 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,661 | $626,000 | |
| 6 | NAKA |
Nakamoto Inc.
|
56,655 | $500,830 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
17,038 | $337,011 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
5,265 | $217,286 |
All Filings in JEF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,286 | 5,265 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $332,964 | 5,373 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $382,379 | 5,845 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $330,929 | 6,051 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $324,152 | 6,051 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $480,278 | 6,126 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $377,978 | 6,141 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $312,443 | 6,279 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $276,903 | 6,279 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $217,486 | 5,382 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,717,028 | 128,775 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,457,076 | 104,223 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,652,670 | 115,081 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,432,952 | 104,751 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,523,549 | 89,479 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,107,916 | 79,829 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,278,807 | 72,561 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $3,529,131 | 95,141 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,201,885 | 62,030 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $2,919,556 | 89,294 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,334,040 | 46,359 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||