Capstone Wealth Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2019411
TUSCALOOSA, AL
Position in JEF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$209,016
New position
Shares Held
4,182
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#429
of 581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capstone Wealth Management, LLC holds $456,101 across 2 Capital Markets names. JEF ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,182 | $247,085 | |
| 2 | JEF |
Jefferies Financial Group Inc.
This page
|
4,182 | $209,016 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,016 | 4,182 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||