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

Royal 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
2013
Q3 		– Sell
-226,218
Closed -$5.31M – 6174
2013
Q2 		$5.31M Buy
+226,218
New +$5.95M ﹤0.01% 1417

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Royal Bank of Canada reduced its Jefferies Financial Group (JEF) stake by 56% in Q1 2026, selling an estimated $3.95M and leaving 59,784 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

Royal Bank of Canada first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.6M in Q3 2021. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Royal Bank of Canada held 59,784 shares of Jefferies Financial Group worth $2.47M as of Q1 2026.
  • Royal Bank of Canada sold 76,085 Jefferies Financial Group shares in Q1 2026, an estimated $3.95M.
  • Jefferies Financial Group made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2933 holding.
  • Royal Bank of Canada first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's Jefferies Financial Group position peaked at $42.6M in Q3 2021.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

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