Jones Financial Companies
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Jones Financial Companies’s Greystone Housing Impact Investors LP GHI Stock Holding History

Jones Financial Companies’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,902
Closed -$19.2K – 5065
2026
Q1 		$19.2K Buy
+3,902
New +$28.3K ﹤0.01% 3307
2025
Q2 		– Sell
-1,069
Closed -$13.6K – 4081
2025
Q1 		$13.6K Buy
1,069
+843
+373% +$10.4K ﹤0.01% 2580
2024
Q4 		$2.32K Sell
226
-621
-73% -$7.46K ﹤0.01% 2960
2024
Q3 		$11.6K Buy
847
+749
+764% +$10.6K ﹤0.01% 2168
2024
Q2 		$1.45K Buy
+98
New +$1.49K ﹤0.01% 2222

Other funds holding GHI

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

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

Jones Financial Companies sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2026, closing a stake of 3,902 shares — an estimated $19.2K sold.

Jones Financial Companies first reported a position in GHI in Q2 2024 and held it in 5 quarters. The position peaked at $19.2K in Q1 2026. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • Jones Financial Companies reported no remaining Greystone Housing Impact Investors LP position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 3,902 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $19.2K.
  • Jones Financial Companies first reported a position in Greystone Housing Impact Investors LP in Q2 2024 and held it in 5 quarters.
  • Jones Financial Companies's Greystone Housing Impact Investors LP position peaked at $19.2K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

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