Jones Financial Companies
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Jones Financial Companies’s EastGroup Properties EGP Stock Holding History

Jones Financial Companies’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Buy
12,280
+11,891
+3,057% +$2.22M ﹤0.01% 1379
2025
Q4 		$69.4K Buy
389
+119
+44% +$21.2K ﹤0.01% 2380
2025
Q3 		$45.5K Sell
270
-39
-13% -$6.47K ﹤0.01% 2423
2025
Q2 		$51.8K Buy
309
+303
+5,050% +$50.4K ﹤0.01% 2213
2025
Q1 		$1.06K Buy
6
+1
+20% +$174 ﹤0.01% 3387
2024
Q4 		$802 Sell
5
-5
-50% -$864 ﹤0.01% 3170
2024
Q3 		$1.88K Buy
+10
New +$1.84K ﹤0.01% 2689

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies increased its EastGroup Properties (EGP) stake by 3,057% in Q1 2026, buying an estimated $2.22M and bringing the position to 12,280 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Jones Financial Companies first reported a position in EGP in Q3 2024 and has held it in 7 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Jones Financial Companies held 12,280 shares of EastGroup Properties worth $2.25M as of Q1 2026.
  • Jones Financial Companies bought 11,891 EastGroup Properties shares in Q1 2026, an estimated $2.22M.
  • EastGroup Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1379 holding.
  • Jones Financial Companies first reported a position in EastGroup Properties in Q3 2024 and has held it in 7 quarters since.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

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