National Bank of Canada
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National Bank of Canada’s Jefferies Financial Group JEF Stock Holding History

National Bank of 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
Q1 		$541K Sell
13,101
-40
-0.3% -$2.08K ﹤0.01% 1364
2025
Q4 		$815K Sell
13,141
-322
-2% -$18.5K ﹤0.01% 1240
2025
Q3 		$881K Sell
13,463
-82,579
-86% -$5.04M ﹤0.01% 1232
2025
Q2 		$5.25M Sell
96,042
-29,296
-23% -$1.45M 0.01% 941
2025
Q1 		$6.71M Buy
125,338
+23,152
+23% +$1.57M 0.01% 829
2024
Q4 		$8.02M Buy
102,186
+87,437
+593% +$6.29M 0.01% 845
2024
Q3 		$908K Sell
14,749
-780
-5% -$44.3K ﹤0.01% 1121
2024
Q2 		$775K Sell
15,529
-5,669
-27% -$254K ﹤0.01% 1101
2024
Q1 		$986K Buy
21,198
+3,259
+18% +$136K ﹤0.01% 1138
2023
Q4 		$725K Sell
17,939
-1,970
-10% -$69.7K ﹤0.01% 1204
2023
Q3 		$711K Hold
19,909
– – ﹤0.01% 1283
2023
Q2 		$660K Sell
19,909
-656
-3% -$20.5K ﹤0.01% 1245
2023
Q1 		$652K Sell
20,565
-81,506
-80% -$2.94M ﹤0.01% 1164
2022
Q4 		$3.35M Buy
102,071
+80,539
+374% +$2.68M 0.01% 736
2022
Q3 		$606K Sell
21,532
-74,580
-78% -$2.26M ﹤0.01% 1112
2022
Q2 		$2.54M Buy
96,112
+75,657
+370% +$2.24M 0.01% 736
2022
Q1 		$643K Sell
20,455
-6,640
-25% -$225K ﹤0.01% 1246
2021
Q4 		$1M Buy
+27,095
New +$1.04M ﹤0.01% 1053

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Bank of Canada's JEF Position: Q1 2026 in Review

National Bank of Canada reduced its Jefferies Financial Group (JEF) stake by 0.3% in Q1 2026, selling an estimated $2.08K and leaving 13,101 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

National Bank of Canada first reported a position in JEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.02M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • National Bank of Canada held 13,101 shares of Jefferies Financial Group worth $541K as of Q1 2026.
  • National Bank of Canada sold 40 Jefferies Financial Group shares in Q1 2026, an estimated $2.08K.
  • Jefferies Financial Group made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1364 holding.
  • National Bank of Canada first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Jefferies Financial Group position peaked at $8.02M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.