TD Waterhouse Canada’s Jefferies Financial Group JEF Stock Holding History

TD Waterhouse 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
2025 Q4	–	Sell	-2	Closed	-$127	–	2110
2025 Q3	$127	Sell	2 -7	-78%	-$427	﹤0.01%	1983
2025 Q2	$500	Sell	9 -200	-96%	-$9.9K	﹤0.01%	1855
2025 Q1	$11.2K	Sell	209 -35,027	-99%	-$2.38M	﹤0.01%	1379
2024 Q4	$2.76M	Buy	35,236 +32,849	+1,376%	+$2.36M	0.02%	343
2024 Q3	$147K	Buy	+2,387	New	+$135K	﹤0.01%	824
2022 Q2	–	Sell	-1,250	Closed	-$49.8K	–	1783
2022 Q1	$49.8K	Sell	1,250 -11,010	-90%	-$374K	﹤0.01%	994
2021 Q4	$487K	Buy	+12,260	New	+$472K	﹤0.01%	611

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TD Waterhouse Canada's JEF Position: Q4 2025 in Review

TD Waterhouse Canada sold out of Jefferies Financial Group (JEF) in Q4 2025, closing a stake of 2 shares — an estimated $127 sold.

TD Waterhouse Canada first reported a position in JEF in Q4 2021 and held it in 7 quarters. The position peaked at $2.76M in Q4 2024. 594 funds tracked by Wall St. Rank hold JEF as of Q4 2025.

TD Waterhouse Canada reported no remaining Jefferies Financial Group position as of Q4 2025 after selling out during the quarter.
TD Waterhouse Canada sold 2 Jefferies Financial Group shares in Q4 2025, an estimated $127.
TD Waterhouse Canada first reported a position in Jefferies Financial Group in Q4 2021 and held it in 7 quarters.
TD Waterhouse Canada's Jefferies Financial Group position peaked at $2.76M in Q4 2024.
594 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2025.

Based on TD Waterhouse Canada's 13F filing for Q4 2025, filed 27 Jan 2026.