Alberta Investment Management Corp (AIMCo)’s Jefferies Financial Group JEF Stock Holding History

Alberta Investment Management Corp (AIMCo)’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,400	Closed	-$1.57M	–	728
2025 Q4	$1.57M	Buy	+25,400	New	+$1.46M	0.01%	506
2024 Q1	–	Sell	-59,500	Closed	-$2.4M	–	1042
2023 Q4	$2.4M	Hold	59,500	–	–	0.02%	376
2023 Q3	$2.18M	Hold	59,500	–	–	0.02%	423
2023 Q2	$1.97M	Hold	59,500	–	–	0.02%	549
2023 Q1	$1.89M	Sell	59,500 -2,737	-4%	-$98.9K	0.02%	564
2022 Q4	$2.04M	Hold	62,237	–	–	0.02%	627
2022 Q3	$1.75M	Sell	62,237 -38,493	-38%	-$1.17M	0.01%	750
2022 Q2	$2.66M	Sell	100,730 -12,343	-11%	-$365K	0.02%	641
2022 Q1	$3.55M	Buy	113,073 +50,836	+82%	+$1.73M	0.02%	637
2021 Q4	$2.31M	Hold	62,237	–	–	0.01%	578
2021 Q3	$2.21M	Sell	62,237 -24,686	-28%	-$826K	0.02%	615
2021 Q2	$2.84M	Buy	86,923 +35,669	+70%	+$1.09M	0.02%	558
2021 Q1	$1.48M	Buy	+51,254	New	+$1.4M	0.01%	601

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s JEF Position: Q1 2026 in Review

Alberta Investment Management Corp (AIMCo) sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 25,400 shares — an estimated $1.57M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in JEF in Q1 2021 and held it in 13 quarters. The position peaked at $3.55M in Q1 2022. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Alberta Investment Management Corp (AIMCo) reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 25,400 Jefferies Financial Group shares in Q1 2026, an estimated $1.57M.
Alberta Investment Management Corp (AIMCo) first reported a position in Jefferies Financial Group in Q1 2021 and held it in 13 quarters.
Alberta Investment Management Corp (AIMCo)'s Jefferies Financial Group position peaked at $3.55M in Q1 2022.
557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2026, filed 29 Apr 2026.