Jones Financial Companies
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Jones Financial Companies’s National Health Investors NHI Stock Holding History

Jones Financial Companies’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$463K Sell
5,965
-40
-0.7% -$3.06K ﹤0.01% 2247
2026
Q1 		$494K Buy
6,005
+2,528
+73% +$211K ﹤0.01% 2049
2025
Q4 		$266K Buy
3,477
+538
+18% +$41.3K ﹤0.01% 1788
2025
Q3 		$235K Buy
2,939
+909
+45% +$68K ﹤0.01% 1725
2025
Q2 		$144K Buy
2,030
+753
+59% +$55.2K ﹤0.01% 1784
2025
Q1 		$95.4K Buy
1,277
+387
+43% +$27.3K ﹤0.01% 1791
2024
Q4 		$61.6K Buy
890
+789
+781% +$60K ﹤0.01% 1796
2024
Q3 		$8.37K Buy
+101
New +$7.79K ﹤0.01% 2276

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Jones Financial Companies reduced its National Health Investors (NHI) stake by 0.67% in Q2 2026, selling an estimated $3.06K and leaving 5,965 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Jones Financial Companies first reported a position in NHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $494K in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Jones Financial Companies held 5,965 shares of National Health Investors worth $463K as of Q2 2026.
  • Jones Financial Companies sold 40 National Health Investors shares in Q2 2026, an estimated $3.06K.
  • National Health Investors made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2247 holding.
  • Jones Financial Companies first reported a position in National Health Investors in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's National Health Investors position peaked at $494K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

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