Canada Pension Plan Investment Board’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.45M | Buy |
59,400
+52,600
| +774% | +$2.73M | ﹤0.01% | 877 |
|
|
2025
Q4 | $421K | Buy |
+6,800
| New | +$390K | ﹤0.01% | 1370 |
|
|
2025
Q2 | – | Sell |
-9,600
| Closed | -$514K | – | 1406 |
|
|
2025
Q1 | $514K | Sell |
9,600
-70,400
| -88% | -$4.78M | ﹤0.01% | 967 |
|
|
2024
Q4 | $6.27M | Sell |
80,000
-17,000
| -18% | -$1.22M | 0.01% | 672 |
|
|
2024
Q3 | $5.97M | Hold |
97,000
| – | – | 0.01% | 666 |
|
|
2024
Q2 | $4.83M | Hold |
97,000
| – | – | ﹤0.01% | 725 |
|
|
2024
Q1 | $4.28M | Hold |
97,000
| – | – | ﹤0.01% | 761 |
|
|
2023
Q4 | $3.92M | Sell |
97,000
-111,900
| -54% | -$3.96M | ﹤0.01% | 713 |
|
|
2023
Q3 | $7.65M | Hold |
208,900
| – | – | 0.01% | 531 |
|
|
2023
Q2 | $6.93M | Hold |
208,900
| – | – | 0.01% | 521 |
|
|
2023
Q1 | $6.63M | Buy |
208,900
+1,060
| +0.5% | +$38.3K | 0.01% | 528 |
|
|
2022
Q4 | $6.81M | Buy |
207,840
+150,310
| +261% | +$4.99M | 0.01% | 461 |
|
|
2022
Q3 | $1.62M | Buy |
57,530
+46,129
| +405% | +$1.4M | ﹤0.01% | 765 |
|
|
2022
Q2 | $301K | Buy |
11,401
+4,288
| +60% | +$127K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $223K | Sell |
7,113
-29,161
| -80% | -$990K | ﹤0.01% | 1078 |
|
|
2021
Q4 | $1.35M | Buy |
36,274
+6,200
| +21% | +$239K | ﹤0.01% | 962 |
|
|
2021
Q3 | $1.07M | Buy |
30,074
+2,584
| +9% | +$86.5K | ﹤0.01% | 986 |
|
|
2021
Q2 | $898K | Sell |
27,490
-107,997
| -80% | -$3.29M | ﹤0.01% | 866 |
|
|
2021
Q1 | $3.9M | Buy |
135,487
+57,020
| +73% | +$1.55M | 0.01% | 686 |
|
|
2020
Q4 | $1.84M | Buy |
78,467
+3,852
| +5% | +$80.8K | ﹤0.01% | 846 |
|
|
2020
Q3 | $1.28M | Sell |
74,615
-34,140
| -31% | -$559K | ﹤0.01% | 701 |
|
|
2020
Q2 | $1.62M | Buy |
108,755
+55,120
| +103% | +$738K | ﹤0.01% | 795 |
|
|
2020
Q1 | $701K | Buy |
53,635
+48,604
| +966% | +$928K | ﹤0.01% | 915 |
|
|
2019
Q4 | $103K | Sell |
5,031
-122,905
| -96% | -$2.33M | ﹤0.01% | 1311 |
|
|
2019
Q3 | $2.25M | Sell |
127,936
-471,728
| -79% | -$8.4M | ﹤0.01% | 824 |
|
|
2019
Q2 | $10.3M | Buy |
599,664
+202,424
| +51% | +$3.47M | 0.02% | 541 |
|
|
2019
Q1 | $6.68M | Buy |
397,240
+117,187
| +42% | +$2.07M | 0.01% | 712 |
|
|
2018
Q4 | $4.35M | Sell |
280,053
-334,287
| -54% | -$6.12M | 0.01% | 807 |
|
|
2018
Q3 | $12.1M | Sell |
614,340
-75,764
| -11% | -$1.58M | 0.02% | 548 |
|
|
2018
Q2 | $14M | Sell |
690,104
-47,589
| -6% | -$997K | 0.03% | 479 |
|
|
2018
Q1 | $15M | Buy |
737,693
+178,165
| +32% | +$4.04M | 0.03% | 491 |
|
|
2017
Q4 | $13.3M | Sell |
559,528
-3,195
| -0.6% | -$73.7K | 0.02% | 467 |
|
|
2017
Q3 | $12.7M | Buy |
562,723
+66,469
| +13% | +$1.49M | 0.03% | 458 |
|
|
2017
Q2 | $11.6M | Buy |
496,254
+37,982
| +8% | +$865K | 0.03% | 448 |
|
|
2017
Q1 | $10.7M | Buy |
458,272
+286,864
| +167% | +$6.41M | 0.03% | 441 |
|
|
2016
Q4 | $3.57M | Sell |
171,408
-23,810
| -12% | -$445K | 0.01% | 586 |
|
|
2016
Q3 | $3.33M | Buy |
195,218
+128,470
| +192% | +$2.13M | 0.01% | 610 |
|
|
2016
Q2 | $1.03M | Sell |
66,748
-94,226
| -59% | -$1.44M | ﹤0.01% | 781 |
|
|
2016
Q1 | $2.33M | Buy |
160,974
+117,618
| +271% | +$1.65M | 0.01% | 696 |
|
|
2015
Q4 | $675K | Sell |
43,356
-291,843
| -87% | -$4.88M | ﹤0.01% | 860 |
|
|
2015
Q3 | $6.08M | Buy |
335,199
+3,990
| +1% | +$80.1K | 0.03% | 526 |
|
|
2015
Q2 | $7.2M | Buy |
331,209
+60,771
| +22% | +$1.3M | 0.02% | 510 |
|
|
2015
Q1 | $5.4M | Buy |
270,438
+115,953
| +75% | +$2.4M | 0.02% | 583 |
|
|
2014
Q4 | $3.1M | Sell |
154,485
-399,768
| -72% | -$8.25M | 0.01% | 706 |
|
|
2014
Q3 | $11.8M | Buy |
554,253
+13,724
| +3% | +$309K | 0.04% | 408 |
|
|
2014
Q2 | $12.7M | Buy |
540,529
+340,528
| +170% | +$7.91M | 0.04% | 399 |
|
|
2014
Q1 | $5.01M | Sell |
200,001
-323,986
| -62% | -$7.99M | 0.02% | 586 |
|
|
2013
Q4 | $13.3M | Sell |
523,987
-187,374
| -26% | -$4.74M | 0.05% | 364 |
|
|
2013
Q3 | $17.3M | Buy |
711,361
+48,988
| +7% | +$1.17M | 0.08% | 295 |
|
|
2013
Q2 | $15.5M | Buy |
+662,373
| New | +$17.4M | 0.08% | 287 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
Canada Pension Plan Investment Board's JEF Position: Q1 2026 in Review
Canada Pension Plan Investment Board increased its Jefferies Financial Group (JEF) stake by 774% in Q1 2026, buying an estimated $2.73M and bringing the position to 59,400 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #877.
Canada Pension Plan Investment Board first reported a position in JEF in Q2 2013 and has held it in 50 quarters since. The position peaked at $17.3M in Q3 2013. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- Canada Pension Plan Investment Board held 59,400 shares of Jefferies Financial Group worth $2.45M as of Q1 2026.
- Canada Pension Plan Investment Board bought 52,600 Jefferies Financial Group shares in Q1 2026, an estimated $2.73M.
- Jefferies Financial Group made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #877 holding.
- Canada Pension Plan Investment Board first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 50 quarters since.
- Canada Pension Plan Investment Board's Jefferies Financial Group position peaked at $17.3M in Q3 2013.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.