Jones Financial Companies
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Jones Financial Companies’s Meritage Homes MTH Stock Holding History

Jones Financial Companies’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7K Buy
312
+101
+48% +$7.14K ﹤0.01% 3321
2025
Q4 		$13.9K Buy
211
+60
+40% +$4.16K ﹤0.01% 3084
2025
Q3 		$10.9K Sell
151
-101
-40% -$7.5K ﹤0.01% 3047
2025
Q2 		$16.8K Buy
252
+88
+54% +$5.83K ﹤0.01% 2676
2025
Q1 		$11.5K Buy
164
+148
+925% +$11.1K ﹤0.01% 2647
2024
Q4 		$1.23K Hold
16
– – ﹤0.01% 3097
2024
Q3 		$1.63K Hold
16
– – ﹤0.01% 2715
2024
Q2 		$1.29K Buy
+16
New +$1.35K ﹤0.01% 2242
2013
Q3 		– Sell
-1,048
Closed -$23K – 800
2013
Q2 		$23K Buy
+1,048
New +$24.5K ﹤0.01% 441

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Jones Financial Companies increased its Meritage Homes (MTH) stake by 48% in Q1 2026, buying an estimated $7.14K and bringing the position to 312 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Jones Financial Companies first reported a position in MTH in Q2 2013 and has held it in 9 quarters since. The position peaked at $23K in Q2 2013. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Jones Financial Companies held 312 shares of Meritage Homes worth $18.7K as of Q1 2026.
  • Jones Financial Companies bought 101 Meritage Homes shares in Q1 2026, an estimated $7.14K.
  • Meritage Homes made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3321 holding.
  • Jones Financial Companies first reported a position in Meritage Homes in Q2 2013 and has held it in 9 quarters since.
  • Jones Financial Companies's Meritage Homes position peaked at $23K in Q2 2013.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

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