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
Q2 		$2.85K Buy
136
+85
+167% +$1.61K ﹤0.01% 4320
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 $6.73T AUM 46.02% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Jones Financial Companies increased its The RMR Group (RMR) stake by 167% in Q2 2026, buying an estimated $1.61K and bringing the position to 136 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4320.

Jones Financial Companies first reported a position in RMR in Q4 2020 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Jones Financial Companies held 136 shares of The RMR Group worth $2.85K as of Q2 2026.
  • Jones Financial Companies bought 85 The RMR Group shares in Q2 2026, an estimated $1.61K.
  • The RMR Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4320 holding.
  • Jones Financial Companies first reported a position in The RMR Group in Q4 2020 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

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