Jones Financial Companies
ACRE

Jones Financial Companies’s Ares Commercial Real Estate ACRE Stock Holding History

Jones Financial Companies’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.23K Hold
1,382
– – ﹤0.01% 3998
2026
Q1 		$6.58K Sell
1,382
-200
-13% -$1K ﹤0.01% 3740
2025
Q4 		$7.56K Buy
1,582
+200
+14% +$972 ﹤0.01% 3345
2025
Q3 		$6.59K Buy
1,382
+649
+89% +$3.01K ﹤0.01% 3258
2025
Q2 		$3.61K Hold
733
– – ﹤0.01% 3253
2025
Q1 		$3.44K Sell
733
-1,347
-65% -$7.13K ﹤0.01% 3080
2024
Q4 		$12.3K Buy
+2,080
New +$14K ﹤0.01% 2442

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Jones Financial Companies's ACRE Position: Q2 2026 in Review

Jones Financial Companies held its Ares Commercial Real Estate (ACRE) position steady in Q2 2026 at 1,382 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Jones Financial Companies first reported a position in ACRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3K in Q4 2024. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Jones Financial Companies held 1,382 shares of Ares Commercial Real Estate worth $6.23K as of Q2 2026.
  • Jones Financial Companies left its Ares Commercial Real Estate share count unchanged in Q2 2026.
  • Ares Commercial Real Estate made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3998 holding.
  • Jones Financial Companies first reported a position in Ares Commercial Real Estate in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Ares Commercial Real Estate position peaked at $12.3K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.