Jones Financial Companies
ARI

Jones Financial Companies’s Apollo Commercial Real Estate ARI Stock Holding History

Jones Financial Companies’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.38K Buy
592
+420
+244% +$4.58K ﹤0.01% 3986
2026
Q1 		$1.79K Sell
172
-165
-49% -$1.72K ﹤0.01% 4182
2025
Q4 		$3.26K Buy
337
+300
+811% +$3K ﹤0.01% 3670
2025
Q3 		$379 Hold
37
– – ﹤0.01% 4071
2025
Q2 		$363 Buy
+37
New +$349 ﹤0.01% 3851
2025
Q1 		– Sell
-998
Closed -$8.64K – 3703
2024
Q4 		$8.64K Buy
+998
New +$8.97K ﹤0.01% 2576
2022
Q2 		– Sell
-85
Closed -$1K – 719
2022
Q1 		$1K Buy
+85
New +$1.15K ﹤0.01% 667

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

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

Jones Financial Companies increased its Apollo Commercial Real Estate (ARI) stake by 244% in Q2 2026, buying an estimated $4.58K and bringing the position to 592 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3986.

Jones Financial Companies first reported a position in ARI in Q1 2022 and has held it in 7 quarters since. The position peaked at $8.64K in Q4 2024. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Jones Financial Companies held 592 shares of Apollo Commercial Real Estate worth $6.38K as of Q2 2026.
  • Jones Financial Companies bought 420 Apollo Commercial Real Estate shares in Q2 2026, an estimated $4.58K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3986 holding.
  • Jones Financial Companies first reported a position in Apollo Commercial Real Estate in Q1 2022 and has held it in 7 quarters since.
  • Jones Financial Companies's Apollo Commercial Real Estate position peaked at $8.64K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

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