Jones Financial Companies
PINE

Jones Financial Companies’s Alpine Income Property Trust PINE Stock Holding History

Jones Financial Companies’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.3K Buy
2,467
+2,051
+493% +$39.8K ﹤0.01% 3116
2026
Q1 		$7.47K Buy
+416
New +$7.73K ﹤0.01% 3690

Other funds holding PINE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Jones Financial Companies's PINE Position: Q2 2026 in Review

Jones Financial Companies increased its Alpine Income Property Trust (PINE) stake by 493% in Q2 2026, buying an estimated $39.8K and bringing the position to 2,467 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

Jones Financial Companies first reported a position in PINE in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

  • Jones Financial Companies held 2,467 shares of Alpine Income Property Trust worth $51.3K as of Q2 2026.
  • Jones Financial Companies bought 2,051 Alpine Income Property Trust shares in Q2 2026, an estimated $39.8K.
  • Alpine Income Property Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3116 holding.
  • Jones Financial Companies first reported a position in Alpine Income Property Trust in Q1 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

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