CIBC Private Wealth Group
JEF icon

CIBC Private Wealth Group’s Jefferies Financial Group JEF Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$3.66M Buy
59,057
+313
+0.5% +$17.9K 0.01% 481
2025
Q3 		$3.84M Buy
58,744
+542
+0.9% +$33.1K 0.01% 471
2025
Q2 		$3.18M Buy
58,202
+170
+0.3% +$8.42K 0.01% 488
2025
Q1 		$2.38M Buy
58,032
+181
+0.3% +$12.3K 0.01% 509
2024
Q4 		$4.64M Buy
57,851
+237
+0.4% +$17K 0.01% 435
2024
Q3 		$3.55M Buy
57,614
+314
+0.5% +$17.8K 0.01% 481
2024
Q2 		$2.92M Buy
57,300
+350
+0.6% +$15.7K 0.01% 482
2024
Q1 		$2.48M Sell
56,950
-2,096
-4% -$87.3K ﹤0.01% 503
2023
Q4 		$2.39M Buy
59,046
+448
+0.8% +$15.8K 0.01% 490
2023
Q3 		$2.15M Buy
58,598
+4,509
+8% +$162K 0.01% 485
2023
Q2 		$1.79M Buy
54,089
+507
+0.9% +$15.8K ﹤0.01% 521
2023
Q1 		$1.7M Sell
53,582
-2,465
-4% -$89.1K ﹤0.01% 547
2022
Q4 		$1.84K Sell
56,047
-10,460
-16% -$348K ﹤0.01% 755
2022
Q3 		$1.88M Buy
66,507
+603
+0.9% +$18.3K 0.01% 489
2022
Q2 		$1.74M Buy
65,904
+2,008
+3% +$59.4K ﹤0.01% 512
2022
Q1 		$2.01M Buy
63,896
+543
+0.9% +$18.4K ﹤0.01% 523
2021
Q4 		$2.35M Buy
63,353
+412
+0.7% +$15.9K ﹤0.01% 497
2021
Q3 		$2.23M Buy
62,941
+413
+0.7% +$13.8K 0.01% 491
2021
Q2 		$2.04M Buy
62,528
+25
+0% +$763 ﹤0.01% 529
2021
Q1 		$1.8M Buy
62,503
+764
+1% +$20.8K ﹤0.01% 551
2020
Q4 		$1.45M Buy
61,739
+387
+0.6% +$8.12K ﹤0.01% 561
2020
Q3 		$1.06M Buy
+61,352
New +$1M ﹤0.01% 547
2020
Q2 		– Sell
-59,878
Closed -$783K – 706
2020
Q1 		$783K Sell
59,878
-7,859
-12% -$150K ﹤0.01% 552
2019
Q4 		$1.38M Sell
67,737
-5,851
-8% -$111K ﹤0.01% 520
2019
Q3 		$1.29M Sell
73,588
-4,478
-6% -$79.7K ﹤0.01% 530
2019
Q2 		$1.34M Buy
78,066
+524
+0.7% +$8.99K ﹤0.01% 522
2019
Q1 		$1.3M Buy
77,542
+471
+0.6% +$8.31K 0.01% 547
2018
Q4 		$1.2M Buy
77,071
+81
+0.1% +$1.48K 0.01% 536
2018
Q3 		$1.51M Buy
76,990
+220
+0.3% +$4.59K 0.01% 582
2018
Q2 		$1.56M Buy
76,770
+166
+0.2% +$3.48K 0.01% 568
2018
Q1 		$1.56M Buy
76,604
+595
+0.8% +$13.5K 0.01% 560
2017
Q4 		$1.8M Buy
76,009
+221
+0.3% +$5.1K 0.01% 542
2017
Q3 		$1.71M Buy
+75,788
New +$1.7M 0.01% 524
2015
Q2 		– Sell
-72,465
Closed -$1.45M – 617
2015
Q1 		$1.45M Buy
+72,465
New +$1.5M 0.01% 415

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIBC Private Wealth Group's JEF Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Jefferies Financial Group (JEF) stake by 0.53% in Q4 2025, buying an estimated $17.9K and bringing the position to 59,057 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #481.

CIBC Private Wealth Group first reported a position in JEF in Q1 2015 and has held it in 34 quarters since. The position peaked at $4.64M in Q4 2024. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

  • CIBC Private Wealth Group held 59,057 shares of Jefferies Financial Group worth $3.66M as of Q4 2025.
  • CIBC Private Wealth Group bought 313 Jefferies Financial Group shares in Q4 2025, an estimated $17.9K.
  • Jefferies Financial Group made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #481 holding.
  • CIBC Private Wealth Group first reported a position in Jefferies Financial Group in Q1 2015 and has held it in 34 quarters since.
  • CIBC Private Wealth Group's Jefferies Financial Group position peaked at $4.64M in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.