Jones Financial Companies
MITT

Jones Financial Companies’s TPG Mortgage Investment Trust MITT Stock Holding History

Jones Financial Companies’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-260
Closed -$2.21K – 4856
2025
Q4 		$2.21K Hold
260
– – ﹤0.01% 3792
2025
Q3 		$1.97K Hold
260
– – ﹤0.01% 3696
2025
Q2 		$2.07K Hold
260
– – ﹤0.01% 3459
2025
Q1 		$1.95K Buy
+260
New +$1.85K ﹤0.01% 3248

Other funds holding MITT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Jones Financial Companies sold out of TPG Mortgage Investment Trust (MITT) in Q1 2026, closing a stake of 260 shares — an estimated $2.21K sold.

Jones Financial Companies first reported a position in MITT in Q1 2025 and held it in 4 quarters. The position peaked at $2.21K in Q4 2025. 116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • Jones Financial Companies reported no remaining TPG Mortgage Investment Trust position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 260 TPG Mortgage Investment Trust shares in Q1 2026, an estimated $2.21K.
  • Jones Financial Companies first reported a position in TPG Mortgage Investment Trust in Q1 2025 and held it in 4 quarters.
  • Jones Financial Companies's TPG Mortgage Investment Trust position peaked at $2.21K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2026.

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