Jones Financial Companies
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Jones Financial Companies’s Piedmont Realty Trust PDM Stock Holding History

Jones Financial Companies’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10K Sell
1,060
-882
-45% -$7.27K ﹤0.01% 3785
2026
Q1 		$12.4K Sell
1,942
-135
-6% -$1.05K ﹤0.01% 3491
2025
Q4 		$17.3K Buy
2,077
+1,490
+254% +$12.4K ﹤0.01% 2999
2025
Q3 		$5.15K Buy
587
+487
+487% +$3.92K ﹤0.01% 3353
2025
Q2 		$728 Buy
+100
New +$691 ﹤0.01% 3729

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Vanguard Capital Management
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State Street
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WAM
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Private Management Group
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Jones Financial Companies's PDM Position: Q2 2026 in Review

Jones Financial Companies reduced its Piedmont Realty Trust (PDM) stake by 45% in Q2 2026, selling an estimated $7.27K and leaving 1,060 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3785.

Jones Financial Companies first reported a position in PDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.3K in Q4 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Jones Financial Companies held 1,060 shares of Piedmont Realty Trust worth $10K as of Q2 2026.
  • Jones Financial Companies sold 882 Piedmont Realty Trust shares in Q2 2026, an estimated $7.27K.
  • Piedmont Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3785 holding.
  • Jones Financial Companies first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Piedmont Realty Trust position peaked at $17.3K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

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