CI INVESTMENTS INC.

Position in JEF — Jefferies Financial Group Inc.

CIK 1163648 TORONTO, Z4

Position in JEF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,294,631

+$758,742 QoQ

Shares Held

85,927

+0.3% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#127

of 581 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CI INVESTMENTS INC. holds $195,415,706 across 16 Capital Markets names. JEF ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	112,548	$113,827,670
2	GLXY	Galaxy Digital Inc.	1,094,106	$29,912,858
3	HOOD	Robinhood Markets, Inc.	156,475	$15,691,313
4	MS	Morgan Stanley	61,492	$12,854,287
5	SCHW	Schwab Charles Corp	95,338	$8,796,837
6	IBKR	Interactive Brokers Group, Inc.	52,646	$4,582,307
7	JEF	Jefferies Financial Group Inc. This page	85,927	$4,294,631
8	PIPR	Piper Sandler Companies	55,953	$4,047,640

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,294,631	85,927	+0.3%	Shares	Sole	2026-08-13
2026-03-31	$3,535,889	85,677	-86.2%	Shares	Sole	2026-05-13
2025-12-31	$38,477,854	620,911	+1195.0%	Shares	Sole	2026-02-12
2025-09-30	$3,136,561	47,945	+429.5%	Shares	Sole	2025-11-12
2025-06-30	$495,163	9,054	-1.6%	Shares	Sole	2025-08-12
2025-03-31	$493,111	9,205	+11.9%	Shares	Sole	2025-05-13
2024-12-31	$644,996	8,227	-15.5%	Shares	Sole	2025-02-12
2024-09-30	$599,066	9,733	+13.5%	Shares	Sole	2024-11-12
2024-06-30	$426,891	8,579	-3.5%	Shares	Sole	2024-08-12
2024-03-31	$392,137	8,892	+23.3%	Shares	Sole	2024-05-13
2023-12-31	$291,315	7,209	+2.8%	Shares	Sole	2024-02-12
2023-09-30	$256,812	7,011	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$228,309	6,883	+3.0%	Shares	Sole	2023-08-11
2023-03-31	$212,054	6,681	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$227,790	6,645	+128.3%	Shares	Sole	2023-02-10
2022-09-30	$85,874	2,911	-77.4%	Shares	Sole	2022-11-14
2022-06-30	$356,547	12,909	-17.7%	Shares	Sole	2022-08-12
2022-03-31	$515,187	15,683	-8.1%	Shares	Sole	2022-05-12
2021-12-31	$661,889	17,059	+1.9%	Shares	Sole	2022-02-11
2021-09-30	$621,518	16,739	-23.9%	Shares	Sole	2021-11-12
2021-06-30	$752,160	21,993	+812.2%	Shares	Sole	2021-08-13
2021-03-31	$72,571	2,411	+1.6%	Shares	Sole	2021-05-13
2020-12-31	$58,375	2,373	+0.3%	Shares	Sole	2021-02-09
2020-09-30	$42,569	2,365	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.