Jones Financial Companies
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Jones Financial Companies’s Five Point Holdings FPH Stock Holding History

Jones Financial Companies’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8K Buy
3,815
+1,755
+85% +$8.8K ﹤0.01% 3482
2026
Q1 		$9.83K Buy
+2,060
New +$11.1K ﹤0.01% 3584

Other funds holding FPH

RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
I
Immersion Aventura, Florida $179M AUM 2.51% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return

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

Jones Financial Companies increased its Five Point Holdings (FPH) stake by 85% in Q2 2026, buying an estimated $8.8K and bringing the position to 3,815 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Jones Financial Companies first reported a position in FPH in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FPH as of Q2 2026.

  • Jones Financial Companies held 3,815 shares of Five Point Holdings worth $20.8K as of Q2 2026.
  • Jones Financial Companies bought 1,755 Five Point Holdings shares in Q2 2026, an estimated $8.8K.
  • Five Point Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3482 holding.
  • Jones Financial Companies first reported a position in Five Point Holdings in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Five Point Holdings as of Q2 2026.

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