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 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	$4.13M	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

UOWF

University of Wisconsin Foundation Madison, Wisconsin $126M AUM 22.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jefferies Financial Group's PDCC Position: Q2 2026 in Review

Jefferies Financial Group held its Pearl Diver Credit Co (PDCC) position steady in Q2 2026 at 249,796 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #614.

Jefferies Financial Group first reported a position in PDCC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.11M in Q4 2024. 10 funds tracked by Wall St. Rank hold PDCC as of Q2 2026.

Jefferies Financial Group held 249,796 shares of Pearl Diver Credit Co worth $2.49M as of Q2 2026.
Jefferies Financial Group left its Pearl Diver Credit Co share count unchanged in Q2 2026.
Pearl Diver Credit Co made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #614 holding.
Jefferies Financial Group first reported a position in Pearl Diver Credit Co in Q3 2024 and has held it in 8 quarters since.
Jefferies Financial Group's Pearl Diver Credit Co position peaked at $5.11M in Q4 2024.
10 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.