Jones Financial Companies
BDN

Jones Financial Companies’s Brandywine Realty Trust BDN Stock Holding History

Jones Financial Companies’s Portfolio BDN Stock Details BDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.86K Buy
1,157
+233
+25% +$697 ﹤0.01% 4047
2025
Q4 		$2.7K Sell
924
-1,550
-63% -$5.27K ﹤0.01% 3727
2025
Q3 		$10.8K Buy
2,474
+2,400
+3,243% +$10.1K ﹤0.01% 3051
2025
Q2 		$315 Buy
+74
New +$307 ﹤0.01% 3864

Other funds holding BDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $192M AUM 105.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jones Financial Companies increased its Brandywine Realty Trust (BDN) stake by 25% in Q1 2026, buying an estimated $697 and bringing the position to 1,157 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #4047.

Jones Financial Companies first reported a position in BDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q3 2025. 230 funds tracked by Wall St. Rank hold BDN as of Q1 2026.

  • Jones Financial Companies held 1,157 shares of Brandywine Realty Trust worth $2.86K as of Q1 2026.
  • Jones Financial Companies bought 233 Brandywine Realty Trust shares in Q1 2026, an estimated $697.
  • Brandywine Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4047 holding.
  • Jones Financial Companies first reported a position in Brandywine Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Brandywine Realty Trust position peaked at $10.8K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2026.

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