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CIBC Bancorp USA’s Jefferies Financial Group JEF Stock Holding History

CIBC Bancorp USA’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
Q2 		$20.7M Buy
413,702
+334,916
+425% +$17.3M 0.03% 406
2026
Q1 		$3.25M Buy
+78,786
New +$4.09M ﹤0.01% 819

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Bancorp USA's JEF Position: Q2 2026 in Review

CIBC Bancorp USA increased its Jefferies Financial Group (JEF) stake by 425% in Q2 2026, buying an estimated $17.3M and bringing the position to 413,702 shares worth $20.7M. The position accounts for 0.03% of the portfolio, ranked #406.

CIBC Bancorp USA first reported a position in JEF in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • CIBC Bancorp USA held 413,702 shares of Jefferies Financial Group worth $20.7M as of Q2 2026.
  • CIBC Bancorp USA bought 334,916 Jefferies Financial Group shares in Q2 2026, an estimated $17.3M.
  • Jefferies Financial Group made up 0.03% of CIBC Bancorp USA's portfolio in Q2 2026, its #406 holding.
  • CIBC Bancorp USA first reported a position in Jefferies Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.