Mackenzie Financial’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $962K | Sell |
21,045
-2,485
| -11% | -$132K | ﹤0.01% | 1205 |
|
|
2026
Q2 | $1.18M | Buy |
+23,530
| New | +$1.21M | ﹤0.01% | 1164 |
|
|
2025
Q4 | – | Sell |
-22,924
| Closed | -$1.5M | – | 1750 |
|
|
2025
Q3 | $1.5M | Sell |
22,924
-167
| -0.7% | -$10.2K | ﹤0.01% | 941 |
|
|
2025
Q2 | $1.26M | Sell |
23,091
-2,910
| -11% | -$144K | ﹤0.01% | 955 |
|
|
2025
Q1 | $1.39M | Buy |
26,001
+2,773
| +12% | +$188K | ﹤0.01% | 889 |
|
|
2024
Q4 | $1.82M | Sell |
23,228
-2,013
| -8% | -$145K | ﹤0.01% | 803 |
|
|
2024
Q3 | $1.55M | Sell |
25,241
-6,378
| -20% | -$362K | ﹤0.01% | 781 |
|
|
2024
Q2 | $1.57M | Buy |
31,619
+4,851
| +18% | +$218K | ﹤0.01% | 780 |
|
|
2024
Q1 | $1.18M | Sell |
26,768
-1,066
| -4% | -$44.4K | ﹤0.01% | 846 |
|
|
2023
Q4 | $1.12M | Sell |
27,834
-9,679
| -26% | -$342K | ﹤0.01% | 847 |
|
|
2023
Q3 | $1.31M | Sell |
37,513
-12,132
| -24% | -$435K | ﹤0.01% | 792 |
|
|
2023
Q2 | $1.67M | Sell |
49,645
-274,043
| -85% | -$8.55M | ﹤0.01% | 763 |
|
|
2023
Q1 | $10.3M | Buy |
323,688
+2,021
| +0.6% | +$73K | 0.02% | 436 |
|
|
2022
Q4 | $10.5M | Sell |
321,667
-4,410
| -1% | -$147K | 0.02% | 408 |
|
|
2022
Q3 | $9.2M | Sell |
326,077
-8,932
| -3% | -$270K | 0.02% | 430 |
|
|
2022
Q2 | $8.85M | Buy |
335,009
+310,676
| +1,277% | +$9.18M | 0.01% | 452 |
|
|
2022
Q1 | $764K | Buy |
+24,333
| New | +$826K | ﹤0.01% | 934 |
|
|
2020
Q4 | – | Sell |
-41,986
| Closed | -$723K | – | 1070 |
|
|
2020
Q3 | $723K | Buy |
41,986
+11,432
| +37% | +$187K | ﹤0.01% | 731 |
|
|
2020
Q2 | $454K | Buy |
+30,554
| New | +$409K | ﹤0.01% | 808 |
|
|
2016
Q3 | – | Sell |
-35,488
| Closed | -$551K | – | 761 |
|
|
2016
Q2 | $551K | Buy |
35,488
+2,067
| +6% | +$31.6K | ﹤0.01% | 739 |
|
|
2016
Q1 | $484K | Buy |
33,421
+2,121
| +7% | +$29.8K | ﹤0.01% | 658 |
|
|
2015
Q4 | $487K | Buy |
31,300
+8,442
| +37% | +$141K | ﹤0.01% | 669 |
|
|
2015
Q3 | $415K | Buy |
22,858
+1,888
| +9% | +$37.9K | ﹤0.01% | 685 |
|
|
2015
Q2 | $456K | Buy |
20,970
+1,847
| +10% | +$39.4K | ﹤0.01% | 689 |
|
|
2015
Q1 | $382K | Buy |
19,123
+3,384
| +22% | +$69.9K | ﹤0.01% | 702 |
|
|
2014
Q4 | $316K | Buy |
15,739
+3,806
| +32% | +$78.5K | ﹤0.01% | 688 |
|
|
2014
Q3 | $255K | Sell |
11,933
-11,933
| -50% | -$269K | ﹤0.01% | 684 |
|
|
2014
Q2 | $560K | Buy |
23,866
+14,117
| +145% | +$328K | ﹤0.01% | 577 |
|
|
2014
Q1 | $244K | Hold |
9,749
| – | – | ﹤0.01% | 631 |
|
|
2013
Q4 | $247K | Buy |
9,749
+538
| +6% | +$13.6K | ﹤0.01% | 616 |
|
|
2013
Q3 | $225K | Buy |
+9,211
| New | +$221K | ﹤0.01% | 603 |
|
Other funds holding JEF
MAA
Mackenzie Financial's JEF Position: Q3 2026 in Review
Mackenzie Financial reduced its Jefferies Financial Group (JEF) stake by 11% in Q3 2026, selling an estimated $132K and leaving 21,045 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.
Mackenzie Financial first reported a position in JEF in Q3 2013 and has held it in 31 quarters since. The position peaked at $10.5M in Q4 2022. 290 funds tracked by Wall St. Rank hold JEF as of Q3 2026.
- Mackenzie Financial held 21,045 shares of Jefferies Financial Group worth $962K as of Q3 2026.
- Mackenzie Financial sold 2,485 Jefferies Financial Group shares in Q3 2026, an estimated $132K.
- Jefferies Financial Group made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1205 holding.
- Mackenzie Financial first reported a position in Jefferies Financial Group in Q3 2013 and has held it in 31 quarters since.
- Mackenzie Financial's Jefferies Financial Group position peaked at $10.5M in Q4 2022.
- 290 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.
Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.