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TIAA Wealth Investment Management’s Jefferies Financial Group JEF Stock Holding History

TIAA Wealth 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 		$114K Hold
2,287
– – ﹤0.01% 368
2026
Q1 		$94.4K Buy
+2,287
New +$119K ﹤0.01% 348

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TIAA Wealth Investment Management's JEF Position: Q2 2026 in Review

TIAA Wealth Investment Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 2,287 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

TIAA Wealth Investment Management first reported a position in JEF in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • TIAA Wealth Investment Management held 2,287 shares of Jefferies Financial Group worth $114K as of Q2 2026.
  • TIAA Wealth Investment Management left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #368 holding.
  • TIAA Wealth Investment Management first reported a position in Jefferies Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.