Jones Financial Companies
ALEX

Jones Financial Companies’s Alexander & Baldwin ALEX Stock Holding History

Jones Financial Companies’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,469
Closed -$30.3K – 4728
2025
Q4 		$30.3K Buy
1,469
+964
+191% +$16.8K ﹤0.01% 2752
2025
Q3 		$9.2K Hold
505
– – ﹤0.01% 3112
2025
Q2 		$9.02K Buy
505
+15
+3% +$261 ﹤0.01% 2908
2025
Q1 		$8.41K Buy
+490
New +$8.66K ﹤0.01% 2778

Other funds holding ALEX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jones Financial Companies sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 1,469 shares — an estimated $30.3K sold.

Jones Financial Companies first reported a position in ALEX in Q1 2025 and held it in 4 quarters. The position peaked at $30.3K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

  • Jones Financial Companies reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,469 Alexander & Baldwin shares in Q1 2026, an estimated $30.3K.
  • Jones Financial Companies first reported a position in Alexander & Baldwin in Q1 2025 and held it in 4 quarters.
  • Jones Financial Companies's Alexander & Baldwin position peaked at $30.3K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

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