Jones Financial Companies
CSR

Jones Financial Companies’s Centerspace CSR Stock Holding History

Jones Financial Companies’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5K Buy
79
+71
+888% +$4.48K ﹤0.01% 4140
2026
Q1 		$462 Buy
+8
New +$503 ﹤0.01% 4502
2025
Q4 		– Sell
-228
Closed -$13.4K – 4443
2025
Q3 		$13.4K Hold
228
– – ﹤0.01% 2973
2025
Q2 		$13.7K Hold
228
– – ﹤0.01% 2751
2025
Q1 		$14.5K Sell
228
-6
-3% -$378 ﹤0.01% 2551
2024
Q4 		$15.5K Buy
+234
New +$16.5K ﹤0.01% 2348

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Jones Financial Companies increased its Centerspace (CSR) stake by 888% in Q2 2026, buying an estimated $4.48K and bringing the position to 79 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

Jones Financial Companies first reported a position in CSR in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5K in Q4 2024. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Jones Financial Companies held 79 shares of Centerspace worth $4.5K as of Q2 2026.
  • Jones Financial Companies bought 71 Centerspace shares in Q2 2026, an estimated $4.48K.
  • Centerspace made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4140 holding.
  • Jones Financial Companies first reported a position in Centerspace in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Centerspace position peaked at $15.5K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

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