Jones Financial Companies
CTO

Jones Financial Companies’s CTO Realty Growth CTO Stock Holding History

Jones Financial Companies’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6K Buy
901
+4
+0.4% +$81 ﹤0.01% 3514
2026
Q1 		$16.2K Buy
897
+754
+527% +$14.1K ﹤0.01% 3377
2025
Q4 		$2.64K Buy
143
+40
+39% +$684 ﹤0.01% 3741
2025
Q3 		$1.65K Buy
103
+53
+106% +$894 ﹤0.01% 3753
2025
Q2 		$872 Buy
+50
New +$904 ﹤0.01% 3685
2025
Q1 		– Sell
-270
Closed -$5.32K – 3744
2024
Q4 		$5.32K Hold
270
– – ﹤0.01% 2736
2024
Q3 		$5.13K Buy
+270
New +$5.13K ﹤0.01% 2437

Other funds holding CTO

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Jones Financial Companies increased its CTO Realty Growth (CTO) stake by 0.45% in Q2 2026, buying an estimated $81 and bringing the position to 901 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Jones Financial Companies first reported a position in CTO in Q3 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Jones Financial Companies held 901 shares of CTO Realty Growth worth $19.6K as of Q2 2026.
  • Jones Financial Companies bought 4 CTO Realty Growth shares in Q2 2026, an estimated $81.
  • CTO Realty Growth made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3514 holding.
  • Jones Financial Companies first reported a position in CTO Realty Growth in Q3 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

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