Jones Financial Companies
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Jones Financial Companies’s The RMR Group RMR Stock Holding History

Jones Financial Companies’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$783 Buy
51
+48
+1,600% +$779 ﹤0.01% 4410
2025
Q4 		$45 Hold
3
– – ﹤0.01% 4347
2025
Q3 		$48 Hold
3
– – ﹤0.01% 4185
2025
Q2 		$50 Buy
+3
New +$46 ﹤0.01% 3973
2021
Q1 		– Sell
-27
Closed -$1K – 848
2020
Q4 		$1K Buy
+27
New +$888 ﹤0.01% 660

Other funds holding RMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Jones Financial Companies increased its The RMR Group (RMR) stake by 1,600% in Q1 2026, buying an estimated $779 and bringing the position to 51 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #4410.

Jones Financial Companies first reported a position in RMR in Q4 2020 and has held it in 5 quarters since. The position peaked at $1K in Q4 2020. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • Jones Financial Companies held 51 shares of The RMR Group worth $783 as of Q1 2026.
  • Jones Financial Companies bought 48 The RMR Group shares in Q1 2026, an estimated $779.
  • The RMR Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4410 holding.
  • Jones Financial Companies first reported a position in The RMR Group in Q4 2020 and has held it in 5 quarters since.
  • Jones Financial Companies's The RMR Group position peaked at $1K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

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