Creative Planning’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
Q1 | $5.93M | Buy |
143,663
+56,402
| +65% | +$2.93M | ﹤0.01% | 1062 |
|
|
2025
Q4 | $5.41M | Buy |
87,261
+32,993
| +61% | +$1.89M | ﹤0.01% | 950 |
|
|
2025
Q3 | $3.55M | Buy |
54,268
+6,841
| +14% | +$417K | ﹤0.01% | 1091 |
|
|
2025
Q2 | $2.59M | Sell |
47,427
-1,860
| -4% | -$92.1K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $2.64M | Buy |
49,287
+18,346
| +59% | +$1.25M | ﹤0.01% | 1008 |
|
|
2024
Q4 | $2.43M | Buy |
30,941
+2,668
| +9% | +$192K | ﹤0.01% | 1016 |
|
|
2024
Q3 | $1.74M | Buy |
28,273
+4,349
| +18% | +$247K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $1.19M | Buy |
23,924
+2,995
| +14% | +$134K | ﹤0.01% | 1283 |
|
|
2024
Q1 | $923K | Buy |
20,929
+750
| +4% | +$31.2K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $815K | Buy |
20,179
+998
| +5% | +$35.3K | ﹤0.01% | 1354 |
|
|
2023
Q3 | $703K | Buy |
19,181
+2,233
| +13% | +$80K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $562K | Buy |
16,948
+4,351
| +35% | +$136K | ﹤0.01% | 1475 |
|
|
2023
Q1 | $400K | Buy |
12,597
+890
| +8% | +$32.2K | ﹤0.01% | 1618 |
|
|
2022
Q4 | $384K | Sell |
11,707
-134
| -1% | -$4.45K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $334K | Buy |
11,841
+4,036
| +52% | +$122K | ﹤0.01% | 1580 |
|
|
2022
Q2 | $206K | Sell |
7,805
-3,427
| -31% | -$101K | ﹤0.01% | 1866 |
|
|
2022
Q1 | $353K | Sell |
11,232
-960
| -8% | -$32.6K | ﹤0.01% | 1527 |
|
|
2021
Q4 | $452K | Buy |
12,192
+455
| +4% | +$17.5K | ﹤0.01% | 1376 |
|
|
2021
Q3 | $417K | Buy |
11,737
+5,210
| +80% | +$174K | ﹤0.01% | 1391 |
|
|
2021
Q2 | $213K | Sell |
6,527
-6,586
| -50% | -$201K | ﹤0.01% | 1773 |
|
|
2021
Q1 | $377K | Buy |
+13,113
| New | +$358K | ﹤0.01% | 1634 |
|
|
2020
Q4 | – | Sell |
-19,244
| Closed | -$331K | – | 2409 |
|
|
2020
Q3 | $331K | Sell |
19,244
-93
| -0.5% | -$1.52K | ﹤0.01% | 1355 |
|
|
2020
Q2 | $287K | Sell |
19,337
-1,281
| -6% | -$17.2K | ﹤0.01% | 1335 |
|
|
2020
Q1 | $269K | Buy |
20,618
+4,171
| +25% | +$79.6K | ﹤0.01% | 1220 |
|
|
2019
Q4 | $336K | Buy |
16,447
+209
| +1% | +$3.95K | ﹤0.01% | 1336 |
|
|
2019
Q3 | $286K | Sell |
16,238
-1,201
| -7% | -$21.4K | ﹤0.01% | 1391 |
|
|
2019
Q2 | $300K | Sell |
17,439
-480
| -3% | -$8.23K | ﹤0.01% | 1369 |
|
|
2019
Q1 | $301K | Sell |
17,919
-4,769
| -21% | -$84.2K | ﹤0.01% | 1324 |
|
|
2018
Q4 | $353K | Sell |
22,688
-1,934
| -8% | -$35.4K | ﹤0.01% | 1141 |
|
|
2018
Q3 | $484K | Buy |
24,622
+7,148
| +41% | +$149K | ﹤0.01% | 1095 |
|
|
2018
Q2 | $356K | Buy |
17,474
+4,443
| +34% | +$93.1K | ﹤0.01% | 1261 |
|
|
2018
Q1 | $265K | Sell |
13,031
-866
| -6% | -$19.6K | ﹤0.01% | 1421 |
|
|
2017
Q4 | $330K | Buy |
13,897
+485
| +4% | +$11.2K | ﹤0.01% | 1306 |
|
|
2017
Q3 | $303K | Sell |
13,412
-347
| -3% | -$7.78K | ﹤0.01% | 1328 |
|
|
2017
Q2 | $322K | Buy |
13,759
+62
| +0.5% | +$1.41K | ﹤0.01% | 1248 |
|
|
2017
Q1 | $319K | Buy |
13,697
+448
| +3% | +$10K | ﹤0.01% | 1223 |
|
|
2016
Q4 | $276K | Sell |
13,249
-3,396
| -20% | -$63.4K | ﹤0.01% | 1229 |
|
|
2016
Q3 | $284K | Buy |
16,645
+304
| +2% | +$5.04K | ﹤0.01% | 1207 |
|
|
2016
Q2 | $253K | Buy |
16,341
+4,253
| +35% | +$65K | ﹤0.01% | 1140 |
|
|
2016
Q1 | $175K | Sell |
12,088
-3,456
| -22% | -$48.6K | ﹤0.01% | 1279 |
|
|
2015
Q4 | $242K | Sell |
15,544
-2,903
| -16% | -$48.5K | ﹤0.01% | 1096 |
|
|
2015
Q3 | $335K | Buy |
18,447
+3,830
| +26% | +$76.9K | ﹤0.01% | 915 |
|
|
2015
Q2 | $318K | Buy |
14,617
+813
| +6% | +$17.4K | ﹤0.01% | 783 |
|
|
2015
Q1 | $275K | Buy |
13,804
+2,925
| +27% | +$60.4K | ﹤0.01% | 1043 |
|
|
2014
Q4 | $218K | Buy |
10,879
+304
| +3% | +$6.27K | ﹤0.01% | 1092 |
|
|
2014
Q3 | $226K | Buy |
10,575
+542
| +5% | +$12.2K | ﹤0.01% | 990 |
|
|
2014
Q2 | $235K | Buy |
10,033
+25
| +0.2% | +$580 | ﹤0.01% | 947 |
|
|
2014
Q1 | $251K | Sell |
10,008
-907
| -8% | -$22.4K | ﹤0.01% | 898 |
|
|
2013
Q4 | $277K | Buy |
10,915
+1,529
| +16% | +$38.7K | ﹤0.01% | 712 |
|
|
2013
Q3 | $229K | Buy |
9,386
+1,748
| +23% | +$41.9K | ﹤0.01% | 709 |
|
|
2013
Q2 | $179K | Buy |
+7,638
| New | +$201K | ﹤0.01% | 724 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Creative Planning's JEF Position: Q1 2026 in Review
Creative Planning increased its Jefferies Financial Group (JEF) stake by 65% in Q1 2026, buying an estimated $2.93M and bringing the position to 143,663 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1062.
Creative Planning first reported a position in JEF in Q2 2013 and has held it in 51 quarters since. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Creative Planning held 143,663 shares of Jefferies Financial Group worth $5.93M as of Q1 2026.
- Creative Planning bought 56,402 Jefferies Financial Group shares in Q1 2026, an estimated $2.93M.
- Jefferies Financial Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1062 holding.
- Creative Planning first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 51 quarters since.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.