New York Life Investment Management’s Jefferies Financial Group JEF Stock Holding History

New York Life Investment Management’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	$1.07M	Buy	21,353 +1,083	+5%	+$55.8K	0.01%	682
2026 Q1	$837K	Buy	20,270 +5,476	+37%	+$284K	0.01%	703
2025 Q4	$917K	Buy	+14,794	New	+$848K	0.01%	629
2023 Q4	–	Sell	-19,679	Closed	-$721K	–	1324
2023 Q3	$721K	Buy	19,679 +10,402	+112%	+$373K	0.01%	697
2023 Q2	$308K	Buy	+9,277	New	+$290K	﹤0.01%	1235
2015 Q4	–	Sell	-9,831	Closed	-$178K	–	132
2015 Q3	$178K	Buy	+9,831	New	+$197K	0.02%	200

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

New York Life Investment Management's JEF Position: Q2 2026 in Review

New York Life Investment Management increased its Jefferies Financial Group (JEF) stake by 5.3% in Q2 2026, buying an estimated $55.8K and bringing the position to 21,353 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #682.

New York Life Investment Management first reported a position in JEF in Q3 2015 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

New York Life Investment Management held 21,353 shares of Jefferies Financial Group worth $1.07M as of Q2 2026.
New York Life Investment Management bought 1,083 Jefferies Financial Group shares in Q2 2026, an estimated $55.8K.
Jefferies Financial Group made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #682 holding.
New York Life Investment Management first reported a position in Jefferies Financial Group in Q3 2015 and has held it in 6 quarters since.
392 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.