Jones Financial Companies
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Jones Financial Companies’s Aimco AIV Stock Holding History

Jones Financial Companies’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9K Buy
6,695
+4,843
+262% +$18.6K ﹤0.01% 3503
2026
Q1 		$7.32K Buy
1,852
+1,031
+126% +$5.39K ﹤0.01% 3697
2025
Q4 		$4.88K Hold
821
– – ﹤0.01% 3514
2025
Q3 		$6.36K Sell
821
-114
-12% -$926 ﹤0.01% 3270
2025
Q2 		$8.13K Sell
935
-379
-29% -$3.07K ﹤0.01% 2949
2025
Q1 		$11.5K Buy
1,314
+1,200
+1,053% +$10.7K ﹤0.01% 2648
2024
Q4 		$1.04K Buy
+114
New +$985 ﹤0.01% 3134
2013
Q3 		– Sell
-15,194
Closed -$61K – 717
2013
Q2 		$61K Buy
+15,194
New +$62.2K ﹤0.01% 303

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jones Financial Companies increased its Aimco (AIV) stake by 262% in Q2 2026, buying an estimated $18.6K and bringing the position to 6,695 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

Jones Financial Companies first reported a position in AIV in Q2 2013 and has held it in 8 quarters since. The position peaked at $61K in Q2 2013. 155 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Jones Financial Companies held 6,695 shares of Aimco worth $19.9K as of Q2 2026.
  • Jones Financial Companies bought 4,843 Aimco shares in Q2 2026, an estimated $18.6K.
  • Aimco made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3503 holding.
  • Jones Financial Companies first reported a position in Aimco in Q2 2013 and has held it in 8 quarters since.
  • Jones Financial Companies's Aimco position peaked at $61K in Q2 2013.
  • 155 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

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