Jones Financial Companies
NREF

Jones Financial Companies’s NexPoint Real Estate Finance NREF Stock Holding History

Jones Financial Companies’s Portfolio NREF Stock Details NREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.86K Sell
300
-300
-50% -$4.3K ﹤0.01% 3938
2025
Q4 		$8.45K Buy
+600
New +$8.38K ﹤0.01% 3294

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

Jones Financial Companies reduced its NexPoint Real Estate Finance (NREF) stake by 50% in Q1 2026, selling an estimated $4.3K and leaving 300 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

Jones Financial Companies first reported a position in NREF in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.45K in Q4 2025. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

  • Jones Financial Companies held 300 shares of NexPoint Real Estate Finance worth $3.86K as of Q1 2026.
  • Jones Financial Companies sold 300 NexPoint Real Estate Finance shares in Q1 2026, an estimated $4.3K.
  • NexPoint Real Estate Finance made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3938 holding.
  • Jones Financial Companies first reported a position in NexPoint Real Estate Finance in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's NexPoint Real Estate Finance position peaked at $8.45K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

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