CI Investments Inc
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CI Investments Inc’s Jefferies Financial Group JEF Stock Holding History

CI Investments Inc’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 		$3.54M Sell
85,677
-535,234
-86% -$27.8M 0.02% 336
2025
Q4 		$38.5M Buy
620,911
+572,966
+1,195% +$32.8M 0.17% 118
2025
Q3 		$3.14M Buy
47,945
+38,891
+430% +$2.37M 0.01% 331
2025
Q2 		$495K Sell
9,054
-151
-2% -$7.47K ﹤0.01% 523
2025
Q1 		$493K Buy
9,205
+978
+12% +$66.4K ﹤0.01% 522
2024
Q4 		$645K Sell
8,227
-1,506
-15% -$108K ﹤0.01% 476
2024
Q3 		$599K Buy
9,733
+1,154
+13% +$65.5K ﹤0.01% 467
2024
Q2 		$427K Sell
8,579
-313
-4% -$14K ﹤0.01% 497
2024
Q1 		$392K Buy
8,892
+1,683
+23% +$70.1K ﹤0.01% 521
2023
Q4 		$291K Buy
7,209
+198
+3% +$7K ﹤0.01% 541
2023
Q3 		$257K Buy
7,011
+128
+2% +$4.59K ﹤0.01% 570
2023
Q2 		$228K Buy
6,883
+202
+3% +$6.3K ﹤0.01% 607
2023
Q1 		$212K Sell
6,681
-270
-4% -$9.76K ﹤0.01% 580
2022
Q4 		$228K Buy
6,951
+3,906
+128% +$130K ﹤0.01% 588
2022
Q3 		$86K Sell
3,045
-10,458
-77% -$317K ﹤0.01% 729
2022
Q2 		$357K Sell
13,503
-2,901
-18% -$85.8K ﹤0.01% 505
2022
Q1 		$515K Sell
16,404
-1,440
-8% -$48.9K ﹤0.01% 533
2021
Q4 		$662K Buy
17,844
+335
+2% +$12.9K ﹤0.01% 534
2021
Q3 		$622K Sell
17,509
-5,496
-24% -$184K ﹤0.01% 547
2021
Q2 		$752K Buy
23,005
+20,483
+812% +$625K ﹤0.01% 538
2021
Q1 		$73K Buy
2,522
+40
+2% +$1.09K ﹤0.01% 831
2020
Q4 		$58K Buy
2,482
+8
+0.3% +$168 ﹤0.01% 816
2020
Q3 		$43K Buy
+2,474
New +$40.5K ﹤0.01% 738
2019
Q2 		– Sell
-72,613
Closed -$1.22M – 325
2019
Q1 		$1.22M Buy
+72,613
New +$1.28M 0.01% 281

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CI Investments Inc's JEF Position: Q1 2026 in Review

CI Investments Inc reduced its Jefferies Financial Group (JEF) stake by 86% in Q1 2026, selling an estimated $27.8M and leaving 85,677 shares worth $3.54M. The position accounts for 0.02% of the portfolio, ranked #336.

CI Investments Inc first reported a position in JEF in Q1 2019 and has held it in 24 quarters since. The position peaked at $38.5M in Q4 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • CI Investments Inc held 85,677 shares of Jefferies Financial Group worth $3.54M as of Q1 2026.
  • CI Investments Inc sold 535,234 Jefferies Financial Group shares in Q1 2026, an estimated $27.8M.
  • Jefferies Financial Group made up 0.02% of CI Investments Inc's portfolio in Q1 2026, its #336 holding.
  • CI Investments Inc first reported a position in Jefferies Financial Group in Q1 2019 and has held it in 24 quarters since.
  • CI Investments Inc's Jefferies Financial Group position peaked at $38.5M in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.