de Creative Planning Jefferies Financial Group JEF Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 9.46 M | Comprar |
189,341
+45,678
| +32% | +USD 2.35 M | 0.01% | 924 |
|
|
2026
Q1 | USD 5.93 M | Comprar |
143,663
+56,402
| +65% | +USD 2.93 M | ﹤0.01% | 1062 |
|
|
2025
Q4 | USD 5.41 M | Comprar |
87,261
+32,993
| +61% | +USD 1.89 M | ﹤0.01% | 950 |
|
|
2025
Q3 | USD 3.55 M | Comprar |
54,268
+6,841
| +14% | +USD 417 k | ﹤0.01% | 1091 |
|
|
2025
Q2 | USD 2.59 M | Vender |
47,427
-1,860
| -4% | -USD 92.1 k | ﹤0.01% | 1125 |
|
|
2025
Q1 | USD 2.64 M | Comprar |
49,287
+18,346
| +59% | +USD 1.25 M | ﹤0.01% | 1008 |
|
|
2024
Q4 | USD 2.43 M | Comprar |
30,941
+2,668
| +9% | +USD 192 k | ﹤0.01% | 1016 |
|
|
2024
Q3 | USD 1.74 M | Comprar |
28,273
+4,349
| +18% | +USD 247 k | ﹤0.01% | 1153 |
|
|
2024
Q2 | USD 1.19 M | Comprar |
23,924
+2,995
| +14% | +USD 134 k | ﹤0.01% | 1283 |
|
|
2024
Q1 | USD 923 k | Comprar |
20,929
+750
| +4% | +USD 31.2 k | ﹤0.01% | 1385 |
|
|
2023
Q4 | USD 815 k | Comprar |
20,179
+998
| +5% | +USD 35.3 k | ﹤0.01% | 1354 |
|
|
2023
Q3 | USD 703 k | Comprar |
19,181
+2,233
| +13% | +USD 80 k | ﹤0.01% | 1339 |
|
|
2023
Q2 | USD 562 k | Comprar |
16,948
+4,351
| +35% | +USD 136 k | ﹤0.01% | 1475 |
|
|
2023
Q1 | USD 400 k | Comprar |
12,597
+890
| +8% | +USD 32.2 k | ﹤0.01% | 1618 |
|
|
2022
Q4 | USD 384 k | Vender |
11,707
-134
| -1% | -USD 4.45 k | ﹤0.01% | 1565 |
|
|
2022
Q3 | USD 334 k | Comprar |
11,841
+4,036
| +52% | +USD 122 k | ﹤0.01% | 1580 |
|
|
2022
Q2 | USD 206 k | Vender |
7,805
-3,427
| -31% | -USD 101 k | ﹤0.01% | 1866 |
|
|
2022
Q1 | USD 353 k | Vender |
11,232
-960
| -8% | -USD 32.6 k | ﹤0.01% | 1527 |
|
|
2021
Q4 | USD 452 k | Comprar |
12,192
+455
| +4% | +USD 17.5 k | ﹤0.01% | 1376 |
|
|
2021
Q3 | USD 417 k | Comprar |
11,737
+5,210
| +80% | +USD 174 k | ﹤0.01% | 1391 |
|
|
2021
Q2 | USD 213 k | Vender |
6,527
-6,586
| -50% | -USD 201 k | ﹤0.01% | 1773 |
|
|
2021
Q1 | USD 377 k | Comprar |
+13,113
| Nuevas | +USD 358 k | ﹤0.01% | 1634 |
|
|
2020
Q4 | – | Vender |
-19,244
| Cerradas | -USD 331 k | – | 2409 |
|
|
2020
Q3 | USD 331 k | Vender |
19,244
-93
| -0.5% | -USD 1.52 k | ﹤0.01% | 1355 |
|
|
2020
Q2 | USD 287 k | Vender |
19,337
-1,281
| -6% | -USD 17.2 k | ﹤0.01% | 1335 |
|
|
2020
Q1 | USD 269 k | Comprar |
20,618
+4,171
| +25% | +USD 79.6 k | ﹤0.01% | 1220 |
|
|
2019
Q4 | USD 336 k | Comprar |
16,447
+209
| +1% | +USD 3.95 k | ﹤0.01% | 1336 |
|
|
2019
Q3 | USD 286 k | Vender |
16,238
-1,201
| -7% | -USD 21.4 k | ﹤0.01% | 1391 |
|
|
2019
Q2 | USD 300 k | Vender |
17,439
-480
| -3% | -USD 8.23 k | ﹤0.01% | 1369 |
|
|
2019
Q1 | USD 301 k | Vender |
17,919
-4,769
| -21% | -USD 84.2 k | ﹤0.01% | 1324 |
|
|
2018
Q4 | USD 353 k | Vender |
22,688
-1,934
| -8% | -USD 35.4 k | ﹤0.01% | 1141 |
|
|
2018
Q3 | USD 484 k | Comprar |
24,622
+7,148
| +41% | +USD 149 k | ﹤0.01% | 1095 |
|
|
2018
Q2 | USD 356 k | Comprar |
17,474
+4,443
| +34% | +USD 93.1 k | ﹤0.01% | 1261 |
|
|
2018
Q1 | USD 265 k | Vender |
13,031
-866
| -6% | -USD 19.6 k | ﹤0.01% | 1421 |
|
|
2017
Q4 | USD 330 k | Comprar |
13,897
+485
| +4% | +USD 11.2 k | ﹤0.01% | 1306 |
|
|
2017
Q3 | USD 303 k | Vender |
13,412
-347
| -3% | -USD 7.78 k | ﹤0.01% | 1328 |
|
|
2017
Q2 | USD 322 k | Comprar |
13,759
+62
| +0.5% | +USD 1.41 k | ﹤0.01% | 1248 |
|
|
2017
Q1 | USD 319 k | Comprar |
13,697
+448
| +3% | +USD 10 k | ﹤0.01% | 1223 |
|
|
2016
Q4 | USD 276 k | Vender |
13,249
-3,396
| -20% | -USD 63.4 k | ﹤0.01% | 1229 |
|
|
2016
Q3 | USD 284 k | Comprar |
16,645
+304
| +2% | +USD 5.04 k | ﹤0.01% | 1207 |
|
|
2016
Q2 | USD 253 k | Comprar |
16,341
+4,253
| +35% | +USD 65 k | ﹤0.01% | 1140 |
|
|
2016
Q1 | USD 175 k | Vender |
12,088
-3,456
| -22% | -USD 48.6 k | ﹤0.01% | 1279 |
|
|
2015
Q4 | USD 242 k | Vender |
15,544
-2,903
| -16% | -USD 48.5 k | ﹤0.01% | 1096 |
|
|
2015
Q3 | USD 335 k | Comprar |
18,447
+3,830
| +26% | +USD 76.9 k | ﹤0.01% | 915 |
|
|
2015
Q2 | USD 318 k | Comprar |
14,617
+813
| +6% | +USD 17.4 k | ﹤0.01% | 783 |
|
|
2015
Q1 | USD 275 k | Comprar |
13,804
+2,925
| +27% | +USD 60.4 k | ﹤0.01% | 1043 |
|
|
2014
Q4 | USD 218 k | Comprar |
10,879
+304
| +3% | +USD 6.27 k | ﹤0.01% | 1092 |
|
|
2014
Q3 | USD 226 k | Comprar |
10,575
+542
| +5% | +USD 12.2 k | ﹤0.01% | 990 |
|
|
2014
Q2 | USD 235 k | Comprar |
10,033
+25
| +0.2% | +USD 580 | ﹤0.01% | 947 |
|
|
2014
Q1 | USD 251 k | Vender |
10,008
-907
| -8% | -USD 22.4 k | ﹤0.01% | 898 |
|
|
2013
Q4 | USD 277 k | Comprar |
10,915
+1,529
| +16% | +USD 38.7 k | ﹤0.01% | 712 |
|
|
2013
Q3 | USD 229 k | Comprar |
9,386
+1,748
| +23% | +USD 41.9 k | ﹤0.01% | 709 |
|
|
2013
Q2 | USD 179 k | Comprar |
+7,638
| Nuevas | +USD 201 k | ﹤0.01% | 724 |
|
Otros fondos que tienen JEF en su cartera
Posición de Creative Planning en JEF: resumen de T2 2026
Creative Planning aumentó su participación en Jefferies Financial Group (JEF) en 32% durante T2 2026, al comprar aproximadamente USD 2.35 M y elevar la posición a 189,341 acciones con un valor de USD 9.46 M. La posición representa 0.01% de la cartera y ocupa el puesto #924.
Creative Planning reportó por primera vez una posición en JEF en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 591 fondos que sigue Wall St. Rank mantienen una posición en JEF.
- Al cierre de T2 2026, Creative Planning tenía 189,341 acciones de Jefferies Financial Group con un valor de USD 9.46 M.
- Creative Planning compró 45,678 acciones de Jefferies Financial Group en T2 2026, por un monto estimado de USD 2.35 M.
- Jefferies Financial Group representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 924.
- Creative Planning reportó por primera vez una posición en Jefferies Financial Group en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 591 fondos que sigue Wall St. Rank tenían Jefferies Financial Group en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.