Jones Financial Companies
NYC

Jones Financial Companies’s American Strategic Investment Co NYC Stock Holding History

Jones Financial Companies’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-116
Closed -$1.16K – 4540
2025
Q3 		$1.16K Buy
+116
New +$1.41K ﹤0.01% 3854

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Osaic Holdings
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SAG
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TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
BTI
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Jones Financial Companies's NYC Position: Q4 2025 in Review

Jones Financial Companies sold out of American Strategic Investment Co (NYC) in Q4 2025, closing a stake of 116 shares — an estimated $1.16K sold.

Jones Financial Companies first reported a position in NYC in Q3 2025 and held it in 1 quarter. The position peaked at $1.16K in Q3 2025. 18 funds tracked by Wall St. Rank hold NYC as of Q4 2025.

  • Jones Financial Companies reported no remaining American Strategic Investment Co position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 116 American Strategic Investment Co shares in Q4 2025, an estimated $1.16K.
  • Jones Financial Companies first reported a position in American Strategic Investment Co in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's American Strategic Investment Co position peaked at $1.16K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q4 2025.

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