Jones Financial Companies’s National Storage Affiliates Trust NSA Stock Holding History

Jones Financial Companies’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124K	Buy	3,346 +1,757	+111%	+$59.4K	﹤0.01%	2581
2025 Q4	$44.8K	Buy	1,589 +287	+22%	+$8.55K	﹤0.01%	2579
2025 Q3	$39.5K	Buy	1,302 +586	+82%	+$18.3K	﹤0.01%	2477
2025 Q2	$22.8K	Sell	716 -744	-51%	-$26K	﹤0.01%	2535
2025 Q1	$56.5K	Buy	1,460 +1,064	+269%	+$40.1K	﹤0.01%	2012
2024 Q4	$15K	Buy	396 +176	+80%	+$7.54K	﹤0.01%	2363
2024 Q3	$10.6K	Buy	220 +139	+172%	+$6.2K	﹤0.01%	2191
2024 Q2	$3.34K	Buy	+81	New	+$3.05K	﹤0.01%	2043
2024 Q1	–	Sell	-25	Closed	-$1.04K	–	1422
2023 Q4	$1.04K	Buy	+25	New	+$838	﹤0.01%	961

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Jones Financial Companies increased its National Storage Affiliates Trust (NSA) stake by 111% in Q1 2026, buying an estimated $59.4K and bringing the position to 3,346 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Jones Financial Companies first reported a position in NSA in Q4 2023 and has held it in 9 quarters since. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Jones Financial Companies held 3,346 shares of National Storage Affiliates Trust worth $124K as of Q1 2026.
Jones Financial Companies bought 1,757 National Storage Affiliates Trust shares in Q1 2026, an estimated $59.4K.
National Storage Affiliates Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2581 holding.
Jones Financial Companies first reported a position in National Storage Affiliates Trust in Q4 2023 and has held it in 9 quarters since.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

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