Jefferies Financial Group’s Pearl Diver Credit Co PDCC Stock Holding History

Jefferies Financial Group’s Portfolio PDCC Stock Details PDCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.1M	Sell	243,000 -6,796	-3%	-$61.7K	0.02%	553
2026 Q2	$2.49M	Hold	249,796	–	–	0.02%	614
2026 Q1	$2.62M	Sell	249,796 -204	-0.1%	-$2.55K	0.02%	520
2025 Q4	$3.48M	Hold	250,000	–	–	0.02%	586
2025 Q3	$4.12M	Hold	250,000	–	–	0.02%	424
2025 Q2	$4.5M	Hold	250,000	–	–	0.04%	324
2025 Q1	$4.73M	Hold	250,000	–	–	0.04%	306
2024 Q4	$5.11M	Hold	250,000	–	–	0.03%	356
2024 Q3	$5M	Buy	+250,000	New	+$4.95M	0.04%	317

Other funds holding PDCC

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Jefferies Financial Group's PDCC Position: Q3 2026 in Review

Jefferies Financial Group reduced its Pearl Diver Credit Co (PDCC) stake by 2.7% in Q3 2026, selling an estimated $61.7K and leaving 243,000 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #553.

Jefferies Financial Group first reported a position in PDCC in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.11M in Q4 2024. 3 funds tracked by Wall St. Rank hold PDCC as of Q3 2026.

Jefferies Financial Group held 243,000 shares of Pearl Diver Credit Co worth $2.1M as of Q3 2026.
Jefferies Financial Group sold 6,796 Pearl Diver Credit Co shares in Q3 2026, an estimated $61.7K.
Pearl Diver Credit Co made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #553 holding.
Jefferies Financial Group first reported a position in Pearl Diver Credit Co in Q3 2024 and has held it in 9 quarters since.
Jefferies Financial Group's Pearl Diver Credit Co position peaked at $5.11M in Q4 2024.
3 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.