CIBC Asset Management
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CIBC Asset Management’s Jefferies Financial Group JEF Stock Holding History

CIBC Asset Management’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 		$274K Hold
6,649
– – ﹤0.01% 1036
2025
Q4 		$412K Hold
6,649
– – ﹤0.01% 854
2025
Q3 		$435K Hold
6,649
– – ﹤0.01% 807
2025
Q2 		$364K Hold
6,649
– – ﹤0.01% 828
2025
Q1 		$356K Buy
6,649
+142
+2% +$9.64K ﹤0.01% 809
2024
Q4 		$510K Buy
6,507
+345
+6% +$24.8K ﹤0.01% 748
2024
Q3 		$379K Buy
6,162
+204
+3% +$11.6K ﹤0.01% 804
2024
Q2 		$296K Buy
5,958
+984
+20% +$44.2K ﹤0.01% 836
2024
Q1 		$219K Hold
4,974
– – ﹤0.01% 983
2023
Q4 		$201K Buy
+4,974
New +$176K ﹤0.01% 1004
2023
Q1 		– Sell
-7,473
Closed -$245K – 1102
2022
Q4 		$245K Sell
7,473
-3,760
-33% -$125K ﹤0.01% 870
2022
Q3 		$317K Buy
11,233
+25
+0.2% +$757 ﹤0.01% 867
2022
Q2 		$296K Sell
11,208
-297
-3% -$8.78K ﹤0.01% 891
2022
Q1 		$361K Buy
11,505
+50
+0.4% +$1.7K ﹤0.01% 951
2021
Q4 		$425K Buy
11,455
+876
+8% +$33.7K ﹤0.01% 895
2021
Q3 		$376K Buy
10,579
+765
+8% +$25.6K ﹤0.01% 912
2021
Q2 		$321K Buy
9,814
+13
+0.1% +$397 ﹤0.01% 960
2021
Q1 		$282K Sell
9,801
-2,091
-18% -$57K ﹤0.01% 991
2020
Q4 		$280K Hold
11,892
– – ﹤0.01% 935
2020
Q3 		$205K Buy
11,892
+295
+3% +$4.83K ﹤0.01% 997
2020
Q2 		$172K Hold
11,597
– – ﹤0.01% 989
2020
Q1 		$152K Sell
11,597
-2,572
-18% -$49.1K ﹤0.01% 909
2019
Q4 		$289K Sell
14,169
-2,302
-14% -$43.5K ﹤0.01% 890
2019
Q3 		$290K Sell
16,471
-15,547
-49% -$277K ﹤0.01% 852
2019
Q2 		$551K Sell
32,018
-2,289
-7% -$39.3K ﹤0.01% 722
2019
Q1 		$577K Buy
34,307
+338
+1% +$5.97K ﹤0.01% 703
2018
Q4 		$528K Sell
33,969
-959
-3% -$17.6K ﹤0.01% 672
2018
Q3 		$687K Sell
34,928
-562
-2% -$11.7K ﹤0.01% 671
2018
Q2 		$722K Buy
35,490
+813
+2% +$17K ﹤0.01% 651
2018
Q1 		$706K Sell
34,677
-1,900
-5% -$43.1K ﹤0.01% 644
2017
Q4 		$867K Sell
36,577
-675
-2% -$15.6K 0.01% 605
2017
Q3 		$842K Buy
37,252
+641
+2% +$14.4K 0.01% 608
2017
Q2 		$857K Buy
36,611
+101
+0.3% +$2.3K 0.01% 597
2017
Q1 		$850K Sell
36,510
-548
-1% -$12.3K 0.01% 607
2016
Q4 		$771K Sell
37,058
-99
-0.3% -$1.85K 0.01% 627
2016
Q3 		$633K Sell
37,157
-2,922
-7% -$48.4K ﹤0.01% 658
2016
Q2 		$622K Buy
40,079
+804
+2% +$12.3K ﹤0.01% 658
2016
Q1 		$568K Buy
39,275
+413
+1% +$5.81K ﹤0.01% 659
2015
Q4 		$605K Buy
38,862
+1,608
+4% +$26.9K 0.01% 637
2015
Q3 		$676K Buy
37,254
+324
+0.9% +$6.51K 0.01% 609
2015
Q2 		$803K Buy
36,930
+2,363
+7% +$50.5K 0.01% 601
2015
Q1 		$690K Buy
34,567
+2,271
+7% +$46.9K ﹤0.01% 642
2014
Q4 		$648K Sell
32,296
-8,240
-20% -$170K ﹤0.01% 647
2014
Q3 		$865K Sell
40,536
-63
-0.2% -$1.42K 0.01% 598
2014
Q2 		$953K Sell
40,599
-1,462
-3% -$33.9K 0.01% 576
2014
Q1 		$1.05M Buy
42,061
+3,408
+9% +$84.1K 0.01% 567
2013
Q4 		$981K Sell
38,653
-1,423
-4% -$36K 0.01% 560
2013
Q3 		$977K Buy
40,076
+10,542
+36% +$252K 0.01% 536
2013
Q2 		$693K Buy
+29,534
New +$776K ﹤0.01% 594

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Asset Management's JEF Position: Q1 2026 in Review

CIBC Asset Management held its Jefferies Financial Group (JEF) position steady in Q1 2026 at 6,649 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

CIBC Asset Management first reported a position in JEF in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.05M in Q1 2014. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • CIBC Asset Management held 6,649 shares of Jefferies Financial Group worth $274K as of Q1 2026.
  • CIBC Asset Management left its Jefferies Financial Group share count unchanged in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #1036 holding.
  • CIBC Asset Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 49 quarters since.
  • CIBC Asset Management's Jefferies Financial Group position peaked at $1.05M in Q1 2014.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.