DAYMARK WEALTH PARTNERS, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1956824
CINCINNATI, OH
Position in JEF
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$502,798
+$87,870 QoQ
Shares Held
10,060
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#314
of 586 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $41,351,762 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
|
31,236 | $31,591,153 | |
| 2 | SCHW |
Schwab Charles Corp
|
52,332 | $4,828,673 | |
| 3 | MS |
Morgan Stanley
|
12,270 | $2,564,920 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,197 | $621,435 | |
| 5 | JEF |
Jefferies Financial Group Inc.
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|
10,060 | $502,798 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
35,159 | $467,966 | |
| 7 | EVR |
Evercore Inc.
|
892 | $304,564 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,646 | $228,348 |
All Filings in JEF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,798 | 10,060 | Shares | Sole | 2026-07-31 | |
| 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. | ||||||