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Dogwood Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Dogwood Wealth Management’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.13K Buy
23
+4
+21% +$1.24K ﹤0.01% 451
2026
Q1 		$5.78K Buy
19
+3
+19% +$969 ﹤0.01% 444
2025
Q4 		$5.38K Hold
16
– – ﹤0.01% 406
2025
Q3 		$4.77K Buy
+16
New +$4.57K ﹤0.01% 407

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dogwood Wealth Management's JLL Position: Q2 2026 in Review

Dogwood Wealth Management increased its Jones Lang LaSalle (JLL) stake by 21% in Q2 2026, buying an estimated $1.24K and bringing the position to 23 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Dogwood Wealth Management first reported a position in JLL in Q3 2025 and has held it in 4 quarters since. 658 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Dogwood Wealth Management held 23 shares of Jones Lang LaSalle worth $7.13K as of Q2 2026.
  • Dogwood Wealth Management bought 4 Jones Lang LaSalle shares in Q2 2026, an estimated $1.24K.
  • Jones Lang LaSalle made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #451 holding.
  • Dogwood Wealth Management first reported a position in Jones Lang LaSalle in Q3 2025 and has held it in 4 quarters since.
  • 658 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.