Jones Financial Companies
MDV

Jones Financial Companies’s Modiv Industrial MDV Stock Holding History

Jones Financial Companies’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.9K Hold
1,479
– – ﹤0.01% 3277
2025
Q4 		$21.3K Hold
1,479
– – ﹤0.01% 2902
2025
Q3 		$21.9K Hold
1,479
– – ﹤0.01% 2749
2025
Q2 		$21.3K Buy
1,479
+836
+130% +$12.4K ﹤0.01% 2567
2025
Q1 		$10.1K Buy
643
+387
+151% +$5.86K ﹤0.01% 2697
2024
Q4 		$3.81K Buy
+256
New +$4.16K ﹤0.01% 2835

Other funds holding MDV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jones Financial Companies's MDV Position: Q1 2026 in Review

Jones Financial Companies held its Modiv Industrial (MDV) position steady in Q1 2026 at 1,479 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Jones Financial Companies first reported a position in MDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.9K in Q3 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • Jones Financial Companies held 1,479 shares of Modiv Industrial worth $20.9K as of Q1 2026.
  • Jones Financial Companies left its Modiv Industrial share count unchanged in Q1 2026.
  • Modiv Industrial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3277 holding.
  • Jones Financial Companies first reported a position in Modiv Industrial in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Modiv Industrial position peaked at $21.9K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.