Jones Financial Companies
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Jones Financial Companies’s AvalonBay Communities AVB Stock Holding History

Jones Financial Companies’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7M Buy
66,345
+65,348
+6,554% +$11.4M 0.01% 803
2025
Q4 		$181K Buy
997
+382
+62% +$69.3K ﹤0.01% 1949
2025
Q3 		$120K Buy
615
+45
+8% +$8.76K ﹤0.01% 2007
2025
Q2 		$116K Sell
570
-57
-9% -$11.7K ﹤0.01% 1873
2025
Q1 		$134K Sell
627
-461
-42% -$100K ﹤0.01% 1654
2024
Q4 		$239K Buy
1,088
+896
+467% +$202K ﹤0.01% 1271
2024
Q3 		$43.2K Buy
192
+72
+60% +$15.6K ﹤0.01% 1696
2024
Q2 		$24.8K Sell
120
-61
-34% -$11.8K ﹤0.01% 1475
2024
Q1 		$33.5K Buy
181
+163
+906% +$29.3K ﹤0.01% 800
2023
Q4 		$3.37K Buy
+18
New +$3.14K ﹤0.01% 819
2021
Q4 		– Sell
-150
Closed -$33K – 747
2021
Q3 		$33K Buy
+150
New +$33.7K ﹤0.01% 371

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jones Financial Companies increased its AvalonBay Communities (AVB) stake by 6,554% in Q1 2026, buying an estimated $11.4M and bringing the position to 66,345 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #803.

Jones Financial Companies first reported a position in AVB in Q3 2021 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Jones Financial Companies held 66,345 shares of AvalonBay Communities worth $10.7M as of Q1 2026.
  • Jones Financial Companies bought 65,348 AvalonBay Communities shares in Q1 2026, an estimated $11.4M.
  • AvalonBay Communities made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #803 holding.
  • Jones Financial Companies first reported a position in AvalonBay Communities in Q3 2021 and has held it in 11 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

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