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 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 $113M AUM 23.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

KWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jefferies Financial Group's PDCC Position: Q1 2026 in Review

Jefferies Financial Group reduced its Pearl Diver Credit Co (PDCC) stake by 0.08% in Q1 2026, selling an estimated $2.55K and leaving 249,796 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #520.

Jefferies Financial Group first reported a position in PDCC in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2024. 10 funds tracked by Wall St. Rank hold PDCC as of Q1 2026.

Jefferies Financial Group held 249,796 shares of Pearl Diver Credit Co worth $2.62M as of Q1 2026.
Jefferies Financial Group sold 204 Pearl Diver Credit Co shares in Q1 2026, an estimated $2.55K.
Pearl Diver Credit Co made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #520 holding.
Jefferies Financial Group first reported a position in Pearl Diver Credit Co in Q3 2024 and has held it in 7 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 Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.