Jones Financial Companies
PLYM

Jones Financial Companies’s Plymouth Industrial REIT PLYM Stock Holding History

Jones Financial Companies’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,016
Closed -$22.2K – 4873
2025
Q4 		$22.2K Buy
1,016
+238
+31% +$5.23K ﹤0.01% 2889
2025
Q3 		$17.1K Buy
778
+663
+577% +$12.2K ﹤0.01% 2871
2025
Q2 		$1.85K Buy
115
+112
+3,733% +$1.75K ﹤0.01% 3480
2025
Q1 		$51 Buy
+3
New +$51 ﹤0.01% 3654

Other funds holding PLYM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jones Financial Companies sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 1,016 shares — an estimated $22.2K sold.

Jones Financial Companies first reported a position in PLYM in Q1 2025 and held it in 4 quarters. The position peaked at $22.2K in Q4 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

  • Jones Financial Companies reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,016 Plymouth Industrial REIT shares in Q1 2026, an estimated $22.2K.
  • Jones Financial Companies first reported a position in Plymouth Industrial REIT in Q1 2025 and held it in 4 quarters.
  • Jones Financial Companies's Plymouth Industrial REIT position peaked at $22.2K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

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