Jones Financial Companies’s Redwood Trust RWT Stock Holding History

Jones Financial Companies’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185K	Buy	38,530 +64	+0.2%	+$348	﹤0.01%	2612
2026 Q1	$203K	Hold	38,466	–	–	﹤0.01%	2404
2025 Q4	$213K	Sell	38,466 -39,868	-51%	-$219K	﹤0.01%	1883
2025 Q3	$450K	Hold	78,334	–	–	﹤0.01%	1438
2025 Q2	$457K	Buy	78,334 +448	+0.6%	+$2.55K	﹤0.01%	1310
2025 Q1	$468K	Hold	77,886	–	–	﹤0.01%	1157
2024 Q4	$509K	Hold	77,886	–	–	﹤0.01%	994
2024 Q3	$604K	Hold	77,886	–	–	﹤0.01%	757
2024 Q2	$505K	Buy	+77,886	New	+$484K	﹤0.01%	566

Other funds holding RWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Jones Financial Companies increased its Redwood Trust (RWT) stake by 0.17% in Q2 2026, buying an estimated $348 and bringing the position to 38,530 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Jones Financial Companies first reported a position in RWT in Q2 2024 and has held it in 9 quarters since. The position peaked at $604K in Q3 2024. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

Jones Financial Companies held 38,530 shares of Redwood Trust worth $185K as of Q2 2026.
Jones Financial Companies bought 64 Redwood Trust shares in Q2 2026, an estimated $348.
Redwood Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2612 holding.
Jones Financial Companies first reported a position in Redwood Trust in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's Redwood Trust position peaked at $604K in Q3 2024.
227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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