Jones Financial Companies
LMNR icon

Jones Financial Companies’s Limoneira LMNR Stock Holding History

Jones Financial Companies’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58K Buy
118
+78
+195% +$1.01K ﹤0.01% 4495
2026
Q1 		$545 Hold
40
– – ﹤0.01% 4473
2025
Q4 		$505 Hold
40
– – ﹤0.01% 4158
2025
Q3 		$604 Buy
+40
New +$618 ﹤0.01% 4002

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

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

Jones Financial Companies increased its Limoneira (LMNR) stake by 195% in Q2 2026, buying an estimated $1.01K and bringing the position to 118 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4495.

Jones Financial Companies first reported a position in LMNR in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Jones Financial Companies held 118 shares of Limoneira worth $1.58K as of Q2 2026.
  • Jones Financial Companies bought 78 Limoneira shares in Q2 2026, an estimated $1.01K.
  • Limoneira made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4495 holding.
  • Jones Financial Companies first reported a position in Limoneira in Q3 2025 and has held it in 4 quarters since.
  • 112 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

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