MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 922127
New York, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,028,588
+$413,432 QoQ
Shares Held
60,596
-4.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#145
of 581 holders
Holding Since
Mar 2020
26 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $138,666,543 across 21 Capital Markets names. JEF ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,858 | $34,242,965 | |
| 2 | MS |
Morgan Stanley
|
145,748 | $30,467,161 | |
| 3 | SCHW |
Schwab Charles Corp
|
187,606 | $17,310,405 | |
| 4 | PJT |
PJT Partners Inc.
|
64,871 | $9,791,628 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
81,532 | $8,176,028 | |
| 6 | SF |
Stifel Financial Corp
|
104,523 | $7,292,569 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
50,697 | $6,799,988 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
196,208 | $5,372,175 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,028,588 | 60,596 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,615,156 | 63,367 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,256,037 | 68,679 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,985,789 | 76,212 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,431,585 | 81,031 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,489,005 | 83,797 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,723,348 | 85,757 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,400,212 | 87,737 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,832,940 | 97,125 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,455,114 | 101,023 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,215,288 | 104,313 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,215,014 | 115,070 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,502,296 | 135,734 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,624,200 | 145,690 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,161,853 | 150,579 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,409,014 | 149,458 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,425,587 | 160,231 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,795,799 | 176,432 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,817,704 | 175,714 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,471,530 | 174,294 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,055,694 | 177,067 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,534,609 | 183,874 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,797,597 | 195,024 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,639,561 | 202,198 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,323,029 | 213,699 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,042,906 | 222,598 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||