CIBC Private Wealth Group LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1298088
ATLANTA, GA
Position in JEF
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$3,659,762
-$183,270 QoQ
Shares Held
59,057
+0.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $401,663,549 across 34 Capital Markets names. JEF ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,770,342 | $176,874,868 | |
| 2 | GS |
Goldman Sachs Group Inc
|
137,701 | $121,039,179 | |
| 3 | MS |
Morgan Stanley
|
302,112 | $53,633,943 | |
| 4 | TW |
Tradeweb Markets Inc.
|
357,060 | $38,398,232 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,792 | $4,568,918 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
59,057 | $3,659,762 | |
| 7 | IPST |
Ip Strategy Holdings, Inc.
|
27,500 | $858,000 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,171 | $811,040 |
All Filings in JEF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,659,762 | 59,057 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,843,032 | 58,744 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,183,067 | 58,202 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,108,774 | 58,032 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,535,518 | 57,851 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,546,141 | 57,614 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,851,248 | 57,300 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,511,495 | 56,950 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,386,048 | 59,046 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,146,444 | 58,598 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,794,132 | 54,089 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $1,700,692 | 53,582 | Shares | Defined | 2023-11-21 | |
| 2022-12-31 | $1,756,016 | 53,582 | Shares | Defined | 2023-06-01 | |
| 2022-09-30 | $1,793,184 | 63,582 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,663,698 | 63,006 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,918,430 | 61,086 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,246,654 | 60,567 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $2,135,966 | 60,173 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,954,501 | 59,778 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,719,499 | 59,754 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,388,138 | 59,024 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,009,341 | 58,654 | Shares | Defined | 2020-11-03 | |
| 2020-03-31 | $748,123 | 57,245 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||