New York Life Investment Management LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1133639
New York, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,067,222
+$230,680 QoQ
Shares Held
21,353
+5.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 581 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026New York Life Investment Management LLC holds $119,559,779 across 9 Capital Markets names. JEF ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,091 | $41,558,204 | |
| 2 | MS |
Morgan Stanley
|
166,946 | $34,898,391 | |
| 3 | SCHW |
Schwab Charles Corp
|
243,914 | $22,505,944 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
110,111 | $11,041,931 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
62,198 | $5,413,713 | |
| 6 | EVR |
Evercore Inc.
|
4,859 | $1,659,056 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
21,353 | $1,067,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
6,768 | $907,791 |
All Filings in JEF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,222 | 21,353 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $836,542 | 20,270 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $916,784 | 14,794 | Shares | Sole | 2026-02-05 | |
| 2023-09-30 | $720,841 | 19,679 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $307,718 | 9,277 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||