Jones Financial Companies
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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
Q2 		$170K Buy
2,605
+563
+28% +$38.7K ﹤0.01% 2651
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 $39.2B AUM 21.04% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jones Financial Companies increased its LandBridge Co (LB) stake by 28% in Q2 2026, buying an estimated $38.7K and bringing the position to 2,605 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Jones Financial Companies first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Jones Financial Companies held 2,605 shares of LandBridge Co worth $170K as of Q2 2026.
  • Jones Financial Companies bought 563 LandBridge Co shares in Q2 2026, an estimated $38.7K.
  • LandBridge Co made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2651 holding.
  • Jones Financial Companies first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

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