Heritage Wealth Advisors
JLL icon

Heritage Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Heritage Wealth Advisors’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
Q3 		– Sell
-18
Closed -$5.58K – 416
2026
Q2 		$5.58K Hold
18
– – ﹤0.01% 563
2026
Q1 		$5.48K Buy
+18
New +$5.81K ﹤0.01% 562

Other funds holding JLL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Heritage Wealth Advisors's JLL Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Jones Lang LaSalle (JLL) in Q3 2026, closing a stake of 18 shares — an estimated $5.58K sold.

Heritage Wealth Advisors first reported a position in JLL in Q1 2026 and held it in 2 quarters. The position peaked at $5.58K in Q2 2026. 353 funds tracked by Wall St. Rank hold JLL as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Jones Lang LaSalle position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 18 Jones Lang LaSalle shares in Q3 2026, an estimated $5.58K.
  • Heritage Wealth Advisors first reported a position in Jones Lang LaSalle in Q1 2026 and held it in 2 quarters.
  • Heritage Wealth Advisors's Jones Lang LaSalle position peaked at $5.58K in Q2 2026.
  • 353 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.