MML Investors Services
JEF icon

MML Investors Services’s Jefferies Financial Group JEF Stock Holding History

MML Investors Services’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
Q2 		$214K Sell
4,282
-5,434
-56% -$280K ﹤0.01% 3065
2026
Q1 		$401K Sell
9,716
-10,450
-52% -$542K ﹤0.01% 2367
2025
Q4 		$1.25M Buy
20,166
+5,761
+40% +$330K ﹤0.01% 1657
2025
Q3 		$942K Sell
14,405
-11,293
-44% -$689K ﹤0.01% 1772
2025
Q2 		$1.41M Buy
25,698
+7,889
+44% +$391K ﹤0.01% 1466
2025
Q1 		$954K Buy
17,809
+96
+0.5% +$6.52K ﹤0.01% 1609
2024
Q4 		$1.39M Buy
17,713
+11,226
+173% +$808K ﹤0.01% 1320
2024
Q3 		$399K Sell
6,487
-311
-5% -$17.6K ﹤0.01% 2003
2024
Q2 		$338K Buy
6,798
+304
+5% +$13.6K ﹤0.01% 2014
2024
Q1 		$286K Sell
6,494
-232
-3% -$9.66K ﹤0.01% 2138
2023
Q4 		$272K Buy
6,726
+243
+4% +$8.6K ﹤0.01% 2109
2023
Q3 		$237K Buy
+6,483
New +$232K ﹤0.01% 2059
2023
Q1 		– Sell
-9,093
Closed -$298K – 2181
2022
Q4 		$298K Buy
+9,093
New +$302K ﹤0.01% 1782
2022
Q1 		– Sell
-7,876
Closed -$292K – 2102
2021
Q4 		$292K Buy
+7,876
New +$303K ﹤0.01% 1719

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MML Investors Services's JEF Position: Q2 2026 in Review

MML Investors Services reduced its Jefferies Financial Group (JEF) stake by 56% in Q2 2026, selling an estimated $280K and leaving 4,282 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

MML Investors Services first reported a position in JEF in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.41M in Q2 2025. 313 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • MML Investors Services held 4,282 shares of Jefferies Financial Group worth $214K as of Q2 2026.
  • MML Investors Services sold 5,434 Jefferies Financial Group shares in Q2 2026, an estimated $280K.
  • Jefferies Financial Group made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3065 holding.
  • MML Investors Services first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 14 quarters since.
  • MML Investors Services's Jefferies Financial Group position peaked at $1.41M in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.