Connor, Clark & Lunn Investment Management (CC&L)’s Jefferies Financial Group JEF Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$3.64M	Sell	72,820 -175,075	-71%	-$9.03M	0.01%	823
2026 Q1	$10.2M	Buy	247,895 +174,673	+239%	+$9.07M	0.02%	469
2025 Q4	$4.54M	Buy	+73,222	New	+$4.2M	0.01%	670
2024 Q4	–	Sell	-5,089	Closed	-$313K	–	1515
2024 Q3	$313K	Buy	+5,089	New	+$289K	﹤0.01%	1223
2024 Q1	–	Sell	-20,156	Closed	-$815K	–	1616
2023 Q4	$815K	Buy	+20,156	New	+$713K	﹤0.01%	919
2023 Q2	–	Sell	-29,726	Closed	-$944K	–	1407
2023 Q1	$944K	Buy	+29,726	New	+$1.07M	0.01%	729
2022 Q4	–	Sell	-9,966	Closed	-$281K	–	1327
2022 Q3	$281K	Buy	+9,966	New	+$302K	﹤0.01%	932
2021 Q2	–	Sell	-158,076	Closed	-$4.55M	–	1037
2021 Q1	$4.55M	Sell	158,076 -43,550	-22%	-$1.19M	0.03%	380
2020 Q4	$4.74M	Sell	201,626 -187,693	-48%	-$3.94M	0.03%	354
2020 Q3	$6.7M	Buy	389,319 +109,757	+39%	+$1.8M	0.04%	259
2020 Q2	$4.16M	Buy	279,562 +219,626	+366%	+$2.94M	0.03%	331
2020 Q1	$783K	Sell	59,936 -129,808	-68%	-$2.48M	0.01%	609
2019 Q4	$3.88M	Buy	+189,744	New	+$3.59M	0.03%	307
2019 Q1	–	Sell	-25,554	Closed	-$397K	–	981
2018 Q4	$397K	Buy	+25,554	New	+$468K	﹤0.01%	747
2015 Q3	–	Sell	-94,621	Closed	-$2.06M	–	758
2015 Q2	$2.06M	Buy	94,621 +15,863	+20%	+$339K	0.02%	238
2015 Q1	$1.57M	Buy	+78,758	New	+$1.63M	0.01%	255
2014 Q1	–	Sell	-18,768	Closed	-$506K	–	726
2013 Q4	$506K	Buy	+18,768	New	+$475K	﹤0.01%	492

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s JEF Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Jefferies Financial Group (JEF) stake by 71% in Q2 2026, selling an estimated $9.03M and leaving 72,820 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #823.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in JEF in Q4 2013 and has held it in 17 quarters since. The position peaked at $10.2M in Q1 2026. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 72,820 shares of Jefferies Financial Group worth $3.64M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) sold 175,075 Jefferies Financial Group shares in Q2 2026, an estimated $9.03M.
Jefferies Financial Group made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #823 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Jefferies Financial Group in Q4 2013 and has held it in 17 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Jefferies Financial Group position peaked at $10.2M in Q1 2026.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.