Jones Financial Companies’s Apple Hospitality REIT APLE Stock Holding History

Jones Financial Companies’s Portfolio APLE Stock Details APLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Buy	8,039 +3,137	+64%	+$44.9K	﹤0.01%	2729
2026 Q1	$56.3K	Buy	4,902 +2,045	+72%	+$24.7K	﹤0.01%	2908
2025 Q4	$33.9K	Buy	2,857 +2,224	+351%	+$26.1K	﹤0.01%	2707
2025 Q3	$7.62K	Buy	633 +4	+0.6%	+$49	﹤0.01%	3193
2025 Q2	$7.45K	Sell	629 -25	-4%	-$293	﹤0.01%	2981
2025 Q1	$8.42K	Buy	654 +444	+211%	+$6.49K	﹤0.01%	2777
2024 Q4	$3.23K	Hold	210	–	–	﹤0.01%	2882
2024 Q3	$3.18K	Hold	210	–	–	﹤0.01%	2562
2024 Q2	$3.06K	Buy	+210	New	+$3.13K	﹤0.01%	2068

Other funds holding APLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Jones Financial Companies increased its Apple Hospitality REIT (APLE) stake by 64% in Q2 2026, buying an estimated $44.9K and bringing the position to 8,039 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Jones Financial Companies first reported a position in APLE in Q2 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Jones Financial Companies held 8,039 shares of Apple Hospitality REIT worth $137K as of Q2 2026.
Jones Financial Companies bought 3,137 Apple Hospitality REIT shares in Q2 2026, an estimated $44.9K.
Apple Hospitality REIT made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2729 holding.
Jones Financial Companies first reported a position in Apple Hospitality REIT in Q2 2024 and has held it in 9 quarters since.
368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

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