Jones Financial Companies
REFI

Jones Financial Companies’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Jones Financial Companies’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-139
Closed -$2.01K – 4347
2025
Q2 		$2.01K Hold
139
– – ﹤0.01% 3466
2025
Q1 		$2.13K Hold
139
– – ﹤0.01% 3233
2024
Q4 		$2.14K Buy
+139
New +$2.19K ﹤0.01% 2981

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FCG
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State Street
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies's REFI Position: Q3 2025 in Review

Jones Financial Companies sold out of Chicago Atlantic Real Estate Finance (REFI) in Q3 2025, closing a stake of 139 shares — an estimated $2.01K sold.

Jones Financial Companies first reported a position in REFI in Q4 2024 and held it in 3 quarters. The position peaked at $2.14K in Q4 2024. 97 funds tracked by Wall St. Rank hold REFI as of Q3 2025.

  • Jones Financial Companies reported no remaining Chicago Atlantic Real Estate Finance position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 139 Chicago Atlantic Real Estate Finance shares in Q3 2025, an estimated $2.01K.
  • Jones Financial Companies first reported a position in Chicago Atlantic Real Estate Finance in Q4 2024 and held it in 3 quarters.
  • Jones Financial Companies's Chicago Atlantic Real Estate Finance position peaked at $2.14K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.