Position in JEF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$231,007
+$63,162 QoQ
Shares Held
4,622
+13.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#411
of 581 holders
Holding Since
Mar 2026
2 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, 2026Bison Wealth, LLC holds $10,817,548 across 7 Capital Markets names. JEF ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
100,010 | $4,573,457 | |
| 2 | MS |
Morgan Stanley
|
10,741 | $2,245,298 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,752 | $1,771,920 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
45,409 | $1,243,298 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,128 | $514,235 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,583 | $238,333 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
4,622 | $231,007 |
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,007 | 4,622 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $167,845 | 4,067 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||