Jones Financial Companies
KIM icon

Jones Financial Companies’s Kimco Realty KIM Stock Holding History

Jones Financial Companies’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
59,580
+16,982
+40% +$407K ﹤0.01% 1686
2026
Q1 		$947K Buy
42,598
+35,641
+512% +$785K ﹤0.01% 1747
2025
Q4 		$141K Buy
6,957
+1,441
+26% +$29.9K ﹤0.01% 2074
2025
Q3 		$119K Buy
5,516
+1,295
+31% +$28.1K ﹤0.01% 2012
2025
Q2 		$88.4K Buy
4,221
+778
+23% +$16.1K ﹤0.01% 1983
2025
Q1 		$72.1K Sell
3,443
-1,311
-28% -$28.6K ﹤0.01% 1914
2024
Q4 		$111K Buy
4,754
+1,592
+50% +$38.6K ﹤0.01% 1591
2024
Q3 		$72.8K Buy
3,162
+2,540
+408% +$56.1K ﹤0.01% 1510
2024
Q2 		$12.1K Buy
+622
New +$11.7K ﹤0.01% 1701
2022
Q2 		– Sell
-818
Closed -$20K – 792
2022
Q1 		$20K Buy
+818
New +$19.7K ﹤0.01% 437
2017
Q1 		– Sell
-8,304
Closed -$209K – 225
2016
Q4 		$209K Sell
8,304
-2,816
-25% -$74.2K ﹤0.01% 220
2016
Q3 		$322K Sell
11,120
-3,029
-21% -$92.3K ﹤0.01% 197
2016
Q2 		$444K Sell
14,149
-3,793
-21% -$109K ﹤0.01% 179
2016
Q1 		$517K Sell
17,942
-126
-0.7% -$3.4K ﹤0.01% 168
2015
Q4 		$478K Buy
18,068
+1,616
+10% +$42.1K ﹤0.01% 182
2015
Q3 		$402K Buy
16,452
+1,255
+8% +$30.1K ﹤0.01% 194
2015
Q2 		$343K Sell
15,197
-1,260
-8% -$30.8K ﹤0.01% 201
2015
Q1 		$442K Buy
16,457
+1,600
+11% +$43K ﹤0.01% 191
2014
Q4 		$374K Buy
14,857
+595
+4% +$14.6K ﹤0.01% 200
2014
Q3 		$313K Buy
14,262
+439
+3% +$10.1K ﹤0.01% 208
2014
Q2 		$318K Buy
13,823
+2,446
+21% +$55.5K ﹤0.01% 204
2014
Q1 		$249K Buy
11,377
+600
+6% +$12.8K ﹤0.01% 207
2013
Q4 		$213K Sell
10,777
-1,240
-10% -$25.6K ﹤0.01% 215
2013
Q3 		$242K Buy
12,017
+267
+2% +$5.69K ﹤0.01% 199
2013
Q2 		$251K Buy
+11,750
New +$269K ﹤0.01% 199

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jones Financial Companies increased its Kimco Realty (KIM) stake by 40% in Q2 2026, buying an estimated $407K and bringing the position to 59,580 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Jones Financial Companies first reported a position in KIM in Q2 2013 and has held it in 25 quarters since. 687 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Jones Financial Companies held 59,580 shares of Kimco Realty worth $1.54M as of Q2 2026.
  • Jones Financial Companies bought 16,982 Kimco Realty shares in Q2 2026, an estimated $407K.
  • Kimco Realty made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1686 holding.
  • Jones Financial Companies first reported a position in Kimco Realty in Q2 2013 and has held it in 25 quarters since.
  • 687 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

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