TIAA Wealth Investment Management LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 2124867 New York, NY

Position in JEF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$114,304

+$19,920 QoQ

Shares Held

2,287

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#443

of 581 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TIAA Wealth Investment Management LLC holds $33,794,148 across 4 Capital Markets names. JEF ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	140,357	$29,340,226
2	GS	Goldman Sachs Group Inc	3,774	$3,816,909
3	SCHW	Schwab Charles Corp	5,665	$522,709
4	JEF	Jefferies Financial Group Inc. This page	2,287	$114,304

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$114,304	2,287	0.0%	Shares	Defined	2026-08-10
2026-03-31	$94,384	2,287	—	Shares	Defined	2026-05-12
No filing history on record for this holder in this stock.