Jones Financial Companies
OPI

Jones Financial Companies’s Office Properties Income Trust OPI Stock Holding History

Jones Financial Companies’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-125
Closed -$52 – 4547
2025
Q3 		$52 Hold
125
– – ﹤0.01% 4181
2025
Q2 		$26 Sell
125
-152
-55% -$43 ﹤0.01% 3991
2025
Q1 		$133 Sell
277
-123
-31% -$105 ﹤0.01% 3607
2024
Q4 		$400 Buy
+400
New +$617 ﹤0.01% 3256

Other funds holding OPI

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Jones Financial Companies's OPI Position: Q4 2025 in Review

Jones Financial Companies sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 125 shares — an estimated $52 sold.

Jones Financial Companies first reported a position in OPI in Q4 2024 and held it in 4 quarters. The position peaked at $400 in Q4 2024. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • Jones Financial Companies reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 125 Office Properties Income Trust shares in Q4 2025, an estimated $52.
  • Jones Financial Companies first reported a position in Office Properties Income Trust in Q4 2024 and held it in 4 quarters.
  • Jones Financial Companies's Office Properties Income Trust position peaked at $400 in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

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