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
Q2 		$1.14M Buy
27,699
+3,886
+16% +$123K ﹤0.01% 1828
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies increased its Life Time Group Holdings (LTH) stake by 16% in Q2 2026, buying an estimated $123K and bringing the position to 27,699 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Jones Financial Companies first reported a position in LTH in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold LTH as of Q2 2026.

  • Jones Financial Companies held 27,699 shares of Life Time Group Holdings worth $1.14M as of Q2 2026.
  • Jones Financial Companies bought 3,886 Life Time Group Holdings shares in Q2 2026, an estimated $123K.
  • Life Time Group Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1828 holding.
  • Jones Financial Companies first reported a position in Life Time Group Holdings in Q2 2024 and has held it in 9 quarters since.
  • 372 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q2 2026.

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