Jones Financial Companies
LB

Jones Financial Companies’s LandBridge Co LB Stock Holding History

Jones Financial Companies’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Buy
2,042
+254
+14% +$16.1K ﹤0.01% 2510
2025
Q4 		$87.6K Buy
1,788
+556
+45% +$32.3K ﹤0.01% 2260
2025
Q3 		$67.2K Buy
1,232
+1,096
+806% +$60.4K ﹤0.01% 2248
2025
Q2 		$9.19K Sell
136
-5
-4% -$360 ﹤0.01% 2900
2025
Q1 		$9.83K Hold
141
– – ﹤0.01% 2711
2024
Q4 		$9.11K Buy
+141
New +$8.47K ﹤0.01% 2561

Other funds holding LB

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Jones Financial Companies increased its LandBridge Co (LB) stake by 14% in Q1 2026, buying an estimated $16.1K and bringing the position to 2,042 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Jones Financial Companies first reported a position in LB in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

  • Jones Financial Companies held 2,042 shares of LandBridge Co worth $147K as of Q1 2026.
  • Jones Financial Companies bought 254 LandBridge Co shares in Q1 2026, an estimated $16.1K.
  • LandBridge Co made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2510 holding.
  • Jones Financial Companies first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

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