Hamilton Capital Partners (Canada)’s Jefferies Financial Group JEF Stock Holding History

Hamilton Capital Partners (Canada)’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	$273K	Sell	5,455 -1,277	-19%	-$65.8K	0.01%	178
2026 Q1	$278K	Buy	6,732 +2,155	+47%	+$112K	0.01%	185
2025 Q4	$284K	Buy	4,577 +1,104	+32%	+$63.3K	0.01%	180
2025 Q3	$227K	Hold	3,473	–	–	0.01%	201
2025 Q2	$190K	Hold	3,473	–	–	0.01%	201
2025 Q1	$186K	Sell	3,473 -99	-3%	-$6.72K	0.01%	187
2024 Q4	$280K	Sell	3,572 -558	-14%	-$40.1K	0.02%	151
2024 Q3	$254K	Hold	4,130	–	–	0.02%	153
2024 Q2	$206K	Sell	4,130 -5,090	-55%	-$228K	0.02%	152
2024 Q1	$407K	Sell	9,220 -1,590	-15%	-$66.2K	0.05%	120
2023 Q4	$437K	Buy	10,810 +5,810	+116%	+$206K	0.09%	79
2023 Q3	$183K	Buy	+5,000	New	+$179K	0.07%	76

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s JEF Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its Jefferies Financial Group (JEF) stake by 19% in Q2 2026, selling an estimated $65.8K and leaving 5,455 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #178.

Hamilton Capital Partners (Canada) first reported a position in JEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $437K in Q4 2023. 554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Hamilton Capital Partners (Canada) held 5,455 shares of Jefferies Financial Group worth $273K as of Q2 2026.
Hamilton Capital Partners (Canada) sold 1,277 Jefferies Financial Group shares in Q2 2026, an estimated $65.8K.
Jefferies Financial Group made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #178 holding.
Hamilton Capital Partners (Canada) first reported a position in Jefferies Financial Group in Q3 2023 and has held it in 12 quarters since.
Hamilton Capital Partners (Canada)'s Jefferies Financial Group position peaked at $437K in Q4 2023.
554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.