Jones Financial Companies
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Jones Financial Companies’s Life Time Group Holdings LTH Stock Holding History

Jones Financial Companies’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$618K Buy
23,813
+18,518
+350% +$512K ﹤0.01% 1941
2025
Q4 		$141K Sell
5,295
-60
-1% -$1.56K ﹤0.01% 2076
2025
Q3 		$150K Buy
5,355
+67
+1% +$1.91K ﹤0.01% 1903
2025
Q2 		$159K Buy
5,288
+2,345
+80% +$69.6K ﹤0.01% 1757
2025
Q1 		$89.8K Buy
2,943
+520
+21% +$15.3K ﹤0.01% 1818
2024
Q4 		$53.6K Buy
2,423
+100
+4% +$2.39K ﹤0.01% 1854
2024
Q3 		$56.2K Buy
2,323
+2,200
+1,789% +$49.5K ﹤0.01% 1600
2024
Q2 		$2.32K Buy
+123
New +$1.94K ﹤0.01% 2126

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return