DAYMARK WEALTH PARTNERS, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1956824
CINCINNATI, OH
Position in JEF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$414,928
+$19,436 QoQ
Shares Held
10,054
+57.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DAYMARK WEALTH PARTNERS, LLC holds $34,856,031 across 11 Capital Markets names. JEF ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
30,919 | $26,157,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
50,494 | $4,745,426 | |
| 3 | MS |
Morgan Stanley
|
8,947 | $1,472,407 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
23,266 | $460,201 | |
| 5 | JEF |
Jefferies Financial Group Inc.
This page
|
10,054 | $414,928 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,918 | $410,117 | |
| 7 | SF |
Stifel Financial Corp
|
4,840 | $357,772 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,457 | $329,832 |
All Filings in JEF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $414,928 | 10,054 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $395,492 | 6,382 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $395,529 | 6,046 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $328,960 | 6,015 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $320,134 | 5,976 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $466,244 | 5,947 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $364,683 | 5,925 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $242,580 | 4,875 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||