Jones Financial Companies
LTC

Jones Financial Companies’s LTC Properties LTC Stock Holding History

Jones Financial Companies’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Buy
4,020
+1,158
+40% +$44K ﹤0.01% 2684
2026
Q1 		$107K Sell
2,862
-405
-12% -$15.2K ﹤0.01% 2642
2025
Q4 		$112K Buy
3,267
+2,567
+367% +$90.5K ﹤0.01% 2174
2025
Q3 		$25.6K Buy
700
+300
+75% +$10.7K ﹤0.01% 2665
2025
Q2 		$13.8K Buy
400
+261
+188% +$9.18K ﹤0.01% 2749
2025
Q1 		$4.9K Buy
+139
New +$4.83K ﹤0.01% 2965

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Jones Financial Companies increased its LTC Properties (LTC) stake by 40% in Q2 2026, buying an estimated $44K and bringing the position to 4,020 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Jones Financial Companies first reported a position in LTC in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Jones Financial Companies held 4,020 shares of LTC Properties worth $155K as of Q2 2026.
  • Jones Financial Companies bought 1,158 LTC Properties shares in Q2 2026, an estimated $44K.
  • LTC Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2684 holding.
  • Jones Financial Companies first reported a position in LTC Properties in Q1 2025 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

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