Mutual of America Capital Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.03M | Sell |
60,596
-2,771
| -4% | -$143K | 0.03% | 632 |
|
|
2026
Q1 | $2.62M | Sell |
63,367
-5,312
| -8% | -$276K | 0.03% | 648 |
|
|
2025
Q4 | $4.26M | Sell |
68,679
-7,533
| -10% | -$432K | 0.04% | 489 |
|
|
2025
Q3 | $4.99M | Sell |
76,212
-4,819
| -6% | -$294K | 0.05% | 442 |
|
|
2025
Q2 | $4.43M | Sell |
81,031
-2,766
| -3% | -$137K | 0.05% | 483 |
|
|
2025
Q1 | $4.49M | Sell |
83,797
-1,960
| -2% | -$133K | 0.05% | 465 |
|
|
2024
Q4 | $6.72M | Sell |
85,757
-1,980
| -2% | -$142K | 0.07% | 317 |
|
|
2024
Q3 | $5.4M | Sell |
87,737
-9,388
| -10% | -$533K | 0.06% | 422 |
|
|
2024
Q2 | $4.83M | Sell |
97,125
-3,898
| -4% | -$175K | 0.05% | 463 |
|
|
2024
Q1 | $4.46M | Sell |
101,023
-3,290
| -3% | -$137K | 0.05% | 533 |
|
|
2023
Q4 | $4.22M | Sell |
104,313
-10,757
| -9% | -$381K | 0.05% | 549 |
|
|
2023
Q3 | $4.22M | Sell |
115,070
-20,664
| -15% | -$740K | 0.05% | 498 |
|
|
2023
Q2 | $4.5M | Sell |
135,734
-9,956
| -7% | -$311K | 0.05% | 518 |
|
|
2023
Q1 | $4.62M | Sell |
145,690
-11,816
| -8% | -$427K | 0.05% | 509 |
|
|
2022
Q4 | $5.16M | Buy |
157,506
+1,173
| +0.8% | +$39K | 0.06% | 434 |
|
|
2022
Q3 | $4.41M | Sell |
156,333
-11,269
| -7% | -$341K | 0.06% | 468 |
|
|
2022
Q2 | $4.43M | Sell |
167,602
-16,946
| -9% | -$501K | 0.06% | 494 |
|
|
2022
Q1 | $5.8M | Buy |
184,548
+751
| +0.4% | +$25.5K | 0.06% | 459 |
|
|
2021
Q4 | $6.82M | Buy |
183,797
+1,485
| +0.8% | +$57.2K | 0.07% | 399 |
|
|
2021
Q3 | $6.47M | Sell |
182,312
-2,900
| -2% | -$97K | 0.06% | 389 |
|
|
2021
Q2 | $6.06M | Sell |
185,212
-7,120
| -4% | -$217K | 0.06% | 417 |
|
|
2021
Q1 | $5.54M | Sell |
192,332
-11,663
| -6% | -$318K | 0.06% | 440 |
|
|
2020
Q4 | $4.8M | Sell |
203,995
-7,504
| -4% | -$157K | 0.05% | 473 |
|
|
2020
Q3 | $3.64M | Sell |
211,499
-12,030
| -5% | -$197K | 0.05% | 518 |
|
|
2020
Q2 | $3.32M | Sell |
223,529
-9,309
| -4% | -$125K | 0.05% | 557 |
|
|
2020
Q1 | $3.04M | Sell |
232,838
-5,903
| -2% | -$113K | 0.05% | 496 |
|
|
2019
Q4 | $4.88M | Buy |
238,741
+2,969
| +1% | +$56.2K | 0.06% | 444 |
|
|
2019
Q3 | $4.15M | Buy |
235,772
+197,806
| +521% | +$3.52M | 0.06% | 503 |
|
|
2019
Q2 | $654K | Sell |
37,966
-1,345
| -3% | -$23.1K | 0.01% | 1120 |
|
|
2019
Q1 | $661K | Sell |
39,311
-2,112
| -5% | -$37.3K | 0.01% | 1114 |
|
|
2018
Q4 | $644K | Sell |
41,423
-542
| -1% | -$9.92K | 0.01% | 1104 |
|
|
2018
Q3 | $825K | Sell |
41,965
-1,743
| -4% | -$36.3K | 0.01% | 1108 |
|
|
2018
Q2 | $890K | Sell |
43,708
-1,062
| -2% | -$22.2K | 0.01% | 1110 |
|
|
2018
Q1 | $911K | Sell |
44,770
-5,345
| -11% | -$121K | 0.01% | 1086 |
|
|
2017
Q4 | $1.19M | Buy |
50,115
+11,653
| +30% | +$269K | 0.02% | 1042 |
|
|
2017
Q3 | $869K | Sell |
38,462
-5,266
| -12% | -$118K | 0.01% | 1083 |
|
|
2017
Q2 | $1.02M | Buy |
43,728
+1,935
| +5% | +$44.1K | 0.02% | 1057 |
|
|
2017
Q1 | $973K | Sell |
41,793
-1,900
| -4% | -$42.5K | 0.02% | 1064 |
|
|
2016
Q4 | $909K | Buy |
43,693
+5,564
| +15% | +$104K | 0.02% | 1047 |
|
|
2016
Q3 | $650K | Sell |
38,129
-5,757
| -13% | -$95.4K | 0.01% | 1096 |
|
|
2016
Q2 | $681K | Buy |
43,886
+2,341
| +6% | +$35.8K | 0.01% | 1083 |
|
|
2016
Q1 | $601K | Buy |
41,545
+154
| +0.4% | +$2.17K | 0.01% | 1091 |
|
|
2015
Q4 | $644K | Sell |
41,391
-490
| -1% | -$8.19K | 0.01% | 1075 |
|
|
2015
Q3 | $760K | Buy |
41,881
+3,140
| +8% | +$63.1K | 0.02% | 1054 |
|
|
2015
Q2 | $842K | Buy |
38,741
+406
| +1% | +$8.67K | 0.02% | 1056 |
|
|
2015
Q1 | $765K | Buy |
38,335
+825
| +2% | +$17K | 0.02% | 1070 |
|
|
2014
Q4 | $753K | Sell |
37,510
-900
| -2% | -$18.6K | 0.02% | 1069 |
|
|
2014
Q3 | $820K | Buy |
38,410
+1,074
| +3% | +$24.2K | 0.02% | 1041 |
|
|
2014
Q2 | $876K | Sell |
37,336
-72
| -0.2% | -$1.67K | 0.02% | 1040 |
|
|
2014
Q1 | $938K | Sell |
37,408
-8,913
| -19% | -$220K | 0.02% | 1001 |
|
|
2013
Q4 | $1.18M | Buy |
46,321
+8,446
| +22% | +$214K | 0.03% | 914 |
|
|
2013
Q3 | $924K | Buy |
37,875
+3,770
| +11% | +$90.3K | 0.03% | 947 |
|
|
2013
Q2 | $800K | Buy |
+34,105
| New | +$896K | 0.02% | 959 |
|
Other funds holding JEF
MMLI
CCM
N
Mutual of America Capital Management's JEF Position: Q2 2026 in Review
Mutual of America Capital Management reduced its Jefferies Financial Group (JEF) stake by 4.4% in Q2 2026, selling an estimated $143K and leaving 60,596 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #632.
Mutual of America Capital Management first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.82M in Q4 2021. 358 funds tracked by Wall St. Rank hold JEF as of Q2 2026.
- Mutual of America Capital Management held 60,596 shares of Jefferies Financial Group worth $3.03M as of Q2 2026.
- Mutual of America Capital Management sold 2,771 Jefferies Financial Group shares in Q2 2026, an estimated $143K.
- Jefferies Financial Group made up 0.03% of Mutual of America Capital Management's portfolio in Q2 2026, its #632 holding.
- Mutual of America Capital Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
- Mutual of America Capital Management's Jefferies Financial Group position peaked at $6.82M in Q4 2021.
- 358 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.