Creative Financial Designs’s Jefferies Financial Group JEF Stock Holding History

Creative Financial Designs’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's JEF Position: Q1 2026 in Review

Creative Financial Designs increased its Jefferies Financial Group (JEF) stake by 14% in Q1 2026, buying an estimated $24.8K and bringing the position to 3,915 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #564.

Creative Financial Designs first reported a position in JEF in Q4 2017 and has held it in 34 quarters since. The position peaked at $213K in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Creative Financial Designs held 3,915 shares of Jefferies Financial Group worth $162K as of Q1 2026.
Creative Financial Designs bought 477 Jefferies Financial Group shares in Q1 2026, an estimated $24.8K.
Jefferies Financial Group made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #564 holding.
Creative Financial Designs first reported a position in Jefferies Financial Group in Q4 2017 and has held it in 34 quarters since.
Creative Financial Designs's Jefferies Financial Group position peaked at $213K in Q4 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.