Jones Financial Companies
AIV

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
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 $865B AUM 30.76% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jones Financial Companies's AIV Position: Q1 2026 in Review

Jones Financial Companies increased its Aimco (AIV) stake by 126% in Q1 2026, buying an estimated $5.39K and bringing the position to 1,852 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Jones Financial Companies first reported a position in AIV in Q2 2013 and has held it in 7 quarters since. The position peaked at $61K in Q2 2013. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • Jones Financial Companies held 1,852 shares of Aimco worth $7.32K as of Q1 2026.
  • Jones Financial Companies bought 1,031 Aimco shares in Q1 2026, an estimated $5.39K.
  • Aimco made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3697 holding.
  • Jones Financial Companies first reported a position in Aimco in Q2 2013 and has held it in 7 quarters since.
  • Jones Financial Companies's Aimco position peaked at $61K in Q2 2013.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.