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
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 $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Greystone Housing Impact Investors LP (GHI) in Q1 2026: 3,902 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #3307 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in GHI as recently as Q1 2025.

Jones Financial Companies first reported a position in GHI in Q2 2024 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

  • Jones Financial Companies held 3,902 shares of Greystone Housing Impact Investors LP worth $19.2K as of Q1 2026.
  • Greystone Housing Impact Investors LP was a new Jones Financial Companies position in Q1 2026.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3307 holding.
  • Jones Financial Companies first reported a position in Greystone Housing Impact Investors LP in Q2 2024 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

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