New Mexico Educational Retirement Board’s Jefferies Financial Group JEF Stock Holding History

New Mexico Educational Retirement Board’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	$1.66M	Hold	33,119	–	–	0.04%	482
2026 Q1	$1.37M	Hold	33,119	–	–	0.04%	494
2025 Q4	$2.05M	Hold	33,119	–	–	0.06%	327
2025 Q3	$2.17M	Hold	33,119	–	–	0.07%	295
2025 Q2	$1.81M	Hold	33,119	–	–	0.06%	349
2025 Q1	$1.77M	Hold	33,119	–	–	0.06%	334
2024 Q4	$2.6M	Sell	33,119 -3,881	-10%	-$279K	0.09%	213
2024 Q3	$2.28M	Hold	37,000	–	–	0.08%	254
2024 Q2	$1.84M	Hold	37,000	–	–	0.06%	311
2024 Q1	$1.63M	Hold	37,000	–	–	0.06%	385
2023 Q4	$1.5M	Hold	37,000	–	–	0.06%	395
2023 Q3	$1.35M	Hold	37,000	–	–	0.06%	393
2023 Q2	$1.23M	Buy	37,000 +3,800	+11%	+$119K	0.05%	448
2023 Q1	$1.05M	Buy	33,200 +1,715	+5%	+$62K	0.05%	439
2022 Q4	$1.03M	Hold	31,485	–	–	0.06%	399
2022 Q3	$888K	Hold	31,485	–	–	0.05%	442
2022 Q2	$831K	Sell	31,485 -12,447	-28%	-$368K	0.04%	506
2022 Q1	$1.38M	Hold	43,932	–	–	0.05%	434
2021 Q4	$1.63M	Hold	43,932	–	–	0.05%	387
2021 Q3	$1.56M	Hold	43,932	–	–	0.05%	381
2021 Q2	$1.44M	Buy	43,932 +4,393	+11%	+$134K	0.05%	434
2021 Q1	$1.14M	Hold	39,539	–	–	0.05%	466
2020 Q4	$930K	Sell	39,539 -8,995	-19%	-$189K	0.04%	513
2020 Q3	$835K	Sell	48,534 -11,088	-19%	-$181K	0.04%	514
2020 Q2	$886K	Hold	59,622	–	–	0.04%	511
2020 Q1	$779K	Buy	59,622 +14,644	+33%	+$280K	0.05%	467
2019 Q4	$919K	Hold	44,978	–	–	0.04%	513
2019 Q3	$791K	Buy	44,978 +20,860	+86%	+$371K	0.04%	559
2019 Q2	$415K	Sell	24,118 -670	-3%	-$11.5K	0.02%	809
2019 Q1	$417K	Sell	24,788 -2,793	-10%	-$49.3K	0.02%	841
2018 Q4	$429K	Sell	27,581 -2,569	-9%	-$47K	0.02%	802
2018 Q3	$593K	Sell	30,150 -3,240	-10%	-$67.5K	0.02%	810
2018 Q2	$680K	Hold	33,390	–	–	0.03%	766
2018 Q1	$679K	Sell	33,390 -223	-0.7%	-$5.05K	0.03%	785
2017 Q4	$797K	Hold	33,613	–	–	0.03%	711
2017 Q3	$760K	Hold	33,613	–	–	0.04%	468
2017 Q2	$783K	Sell	33,613 -3,017	-8%	-$68.7K	0.04%	461
2017 Q1	$853K	Sell	36,630 -1,005	-3%	-$22.5K	0.04%	450
2016 Q4	$783K	Hold	37,635	–	–	0.04%	457
2016 Q3	$641K	Sell	37,635 -4,692	-11%	-$77.7K	0.03%	483
2016 Q2	$657K	Hold	42,327	–	–	0.03%	487
2016 Q1	$613K	Buy	42,327 +5,139	+14%	+$72.3K	0.03%	486
2015 Q4	$579K	Hold	37,188	–	–	0.03%	507
2015 Q3	$674K	Hold	37,188	–	–	0.03%	477
2015 Q2	$808K	Sell	37,188 -3,910	-10%	-$83.5K	0.04%	458
2015 Q1	$820K	Sell	41,098 -1,787	-4%	-$36.9K	0.04%	480
2014 Q4	$861K	Sell	42,885 -4,357	-9%	-$89.9K	0.04%	471
2014 Q3	$1.01M	Buy	47,242 +1,452	+3%	+$32.7K	0.04%	439
2014 Q2	$1.07M	Hold	45,790	–	–	0.04%	431
2014 Q1	$1.15M	Buy	+45,790	New	+$1.13M	0.05%	417
2013 Q3	–	Sell	-52,158	Closed	-$1.22M	–	798
2013 Q2	$1.22M	Buy	+52,158	New	+$1.37M	0.05%	399

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

New Mexico Educational Retirement Board's JEF Position: Q2 2026 in Review

New Mexico Educational Retirement Board held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 33,119 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #482.

New Mexico Educational Retirement Board first reported a position in JEF in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.6M in Q4 2024. 192 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

New Mexico Educational Retirement Board held 33,119 shares of Jefferies Financial Group worth $1.66M as of Q2 2026.
New Mexico Educational Retirement Board left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.04% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #482 holding.
New Mexico Educational Retirement Board first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 51 quarters since.
New Mexico Educational Retirement Board's Jefferies Financial Group position peaked at $2.6M in Q4 2024.
192 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.