TIAA Trust, National Association
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TIAA Trust, National Association’s Jefferies Financial Group JEF Stock Holding History

TIAA Trust, National Association’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
Q1 		– Sell
-23,266
Closed -$1.44M – 544
2025
Q4 		$1.44M Buy
23,266
+135
+0.6% +$7.74K ﹤0.01% 340
2025
Q3 		$1.51M Buy
23,131
+136
+0.6% +$8.29K ﹤0.01% 335
2025
Q2 		$1.26M Sell
22,995
-1,134
-5% -$56.1K ﹤0.01% 349
2025
Q1 		$1.29M Buy
24,129
+20,253
+523% +$1.37M ﹤0.01% 335
2024
Q4 		$304K Sell
3,876
-114
-3% -$8.2K ﹤0.01% 542
2024
Q3 		$246K Buy
+3,990
New +$226K ﹤0.01% 587

Other funds holding JEF

BlackRock
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TIAA Trust, National Association's JEF Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 23,266 shares — an estimated $1.44M sold.

TIAA Trust, National Association first reported a position in JEF in Q3 2024 and held it in 6 quarters. The position peaked at $1.51M in Q3 2025. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 23,266 Jefferies Financial Group shares in Q1 2026, an estimated $1.44M.
  • TIAA Trust, National Association first reported a position in Jefferies Financial Group in Q3 2024 and held it in 6 quarters.
  • TIAA Trust, National Association's Jefferies Financial Group position peaked at $1.51M in Q3 2025.
  • 560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.