Jones Financial Companies
CIO

Jones Financial Companies’s City Office REIT CIO Stock Holding History

Jones Financial Companies’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-741
Closed -$5.18K – 4761
2025
Q4 		$5.18K Sell
741
-145
-16% -$1K ﹤0.01% 3482
2025
Q3 		$6.16K Hold
886
– – ﹤0.01% 3284
2025
Q2 		$4.8K Hold
886
– – ﹤0.01% 3147
2025
Q1 		$4.62K Buy
+886
New +$4.55K ﹤0.01% 2986

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Jones Financial Companies sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 741 shares — an estimated $5.18K sold.

Jones Financial Companies first reported a position in CIO in Q1 2025 and held it in 4 quarters. The position peaked at $6.16K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Jones Financial Companies reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 741 City Office REIT shares in Q1 2026, an estimated $5.18K.
  • Jones Financial Companies first reported a position in City Office REIT in Q1 2025 and held it in 4 quarters.
  • Jones Financial Companies's City Office REIT position peaked at $6.16K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

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