Jones Financial Companies
MLCI

Jones Financial Companies’s Mount Logan Capital Inc MLCI Stock Holding History

Jones Financial Companies’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,208
Closed -$9.54K – 4645
2025
Q3 		$9.54K Buy
+1,208
New +$9.55K ﹤0.01% 3099

Other funds holding MLCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Jones Financial Companies's MLCI Position: Q4 2025 in Review

Jones Financial Companies sold out of Mount Logan Capital Inc (MLCI) in Q4 2025, closing a stake of 1,208 shares — an estimated $9.54K sold.

Jones Financial Companies first reported a position in MLCI in Q3 2025 and held it in 1 quarter. The position peaked at $9.54K in Q3 2025. 28 funds tracked by Wall St. Rank hold MLCI as of Q4 2025.

  • Jones Financial Companies reported no remaining Mount Logan Capital Inc position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,208 Mount Logan Capital Inc shares in Q4 2025, an estimated $9.54K.
  • Jones Financial Companies first reported a position in Mount Logan Capital Inc in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's Mount Logan Capital Inc position peaked at $9.54K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.