Creative Financial Designs’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $249K | Buy |
4,984
+1,069
| +27% | +$55.1K | 0.01% | 559 |
|
|
2026
Q1 | $162K | Buy |
3,915
+477
| +14% | +$24.8K | 0.01% | 564 |
|
|
2025
Q4 | $213K | Buy |
3,438
+336
| +11% | +$19.3K | 0.01% | 460 |
|
|
2025
Q3 | $203K | Buy |
3,102
+240
| +8% | +$14.6K | 0.01% | 464 |
|
|
2025
Q2 | $156K | Buy |
2,862
+580
| +25% | +$28.7K | 0.01% | 554 |
|
|
2025
Q1 | $122K | Buy |
2,282
+1,059
| +87% | +$71.9K | 0.01% | 560 |
|
|
2024
Q4 | $95.9K | Buy |
1,223
+152
| +14% | +$10.9K | 0.01% | 617 |
|
|
2024
Q3 | $65.9K | Buy |
1,071
+434
| +68% | +$24.6K | 0.01% | 706 |
|
|
2024
Q2 | $31.7K | Buy |
637
+131
| +26% | +$5.88K | ﹤0.01% | 882 |
|
|
2024
Q1 | $22.3K | Buy |
506
+6
| +1% | +$250 | ﹤0.01% | 935 |
|
|
2023
Q4 | $20.2K | Buy |
500
+62
| +14% | +$2.19K | ﹤0.01% | 918 |
|
|
2023
Q3 | $16K | Buy |
438
+150
| +52% | +$5.37K | ﹤0.01% | 912 |
|
|
2023
Q2 | $9.55K | Hold |
288
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q1 | $9.14K | Sell |
288
-13
| -4% | -$470 | ﹤0.01% | 982 |
|
|
2022
Q4 | $9.87K | Hold |
301
| – | – | ﹤0.01% | 902 |
|
|
2022
Q3 | $8K | Hold |
301
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 910 |
|
|
2022
Q1 | $9K | Hold |
301
| – | – | ﹤0.01% | 928 |
|
|
2021
Q4 | $11K | Hold |
301
| – | – | ﹤0.01% | 885 |
|
|
2021
Q3 | $11K | Hold |
301
| – | – | ﹤0.01% | 994 |
|
|
2021
Q2 | $10K | Hold |
301
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q1 | $9K | Hold |
301
| – | – | ﹤0.01% | 953 |
|
|
2020
Q4 | $7K | Hold |
301
| – | – | ﹤0.01% | 921 |
|
|
2020
Q3 | $5K | Hold |
301
| – | – | ﹤0.01% | 932 |
|
|
2020
Q2 | $4K | Hold |
301
| – | – | ﹤0.01% | 923 |
|
|
2020
Q1 | $4K | Hold |
301
| – | – | ﹤0.01% | 424 |
|
|
2019
Q4 | $6K | Hold |
301
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $5K | Sell |
301
-21
| -7% | -$374 | ﹤0.01% | 476 |
|
|
2019
Q2 | $6K | Hold |
322
| – | – | ﹤0.01% | 445 |
|
|
2019
Q1 | $5K | Hold |
322
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $5K | Hold |
322
| – | – | ﹤0.01% | 432 |
|
|
2018
Q3 | $6K | Hold |
322
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $7K | Hold |
322
| – | – | ﹤0.01% | 505 |
|
|
2018
Q1 | $7K | Hold |
322
| – | – | ﹤0.01% | 456 |
|
|
2017
Q4 | $8K | Buy |
+322
| New | +$7.43K | 0.01% | 436 |
|
Other funds holding JEF
SMFG
MMLI
Creative Financial Designs's JEF Position: Q2 2026 in Review
Creative Financial Designs increased its Jefferies Financial Group (JEF) stake by 27% in Q2 2026, buying an estimated $55.1K and bringing the position to 4,984 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #559.
Creative Financial Designs first reported a position in JEF in Q4 2017 and has held it in 35 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Creative Financial Designs held 4,984 shares of Jefferies Financial Group worth $249K as of Q2 2026.
- Creative Financial Designs bought 1,069 Jefferies Financial Group shares in Q2 2026, an estimated $55.1K.
- Jefferies Financial Group made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #559 holding.
- Creative Financial Designs first reported a position in Jefferies Financial Group in Q4 2017 and has held it in 35 quarters since.
- 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.