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Creative Planning JEF Position History
Jefferies Financial Group Inc. • Financial Services
Quarters held
8
Latest value
$8.7M
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $40K |
| Q3 2025 | $3.5M |
| Q4 2025 | $5.4M |
| Q1 2026 | $5.9M |
| Q2 2026 | $36K |
| Q2 2026 | $9.4M |
| Q3 2026 | $33K |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 189.9K | — | — |
| Q3 2026 | $33K | 726 | — | — |
| Q2 2026 | $9.4M | 188.6K | — | — |
| Q2 2026 | $36K | 711 | — | — |
| Q1 2026 | $5.9M | 143.7K | — | — |
| Q4 2025 | $5.4M | 87.3K | — | — |
| Q3 2025 | $3.5M | 53.7K | — | — |
| Q3 2025 | $40K | 614 | — | — |
Other funds holding JEF
$896.1M
$837.3M
$804.5M
$803.8M
$468.1M
$418.6M
$399.9M
$398.7M