Jones Financial Companies
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Jones Financial Companies’s Global Self Storage SELF Stock Holding History

Jones Financial Companies’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14K Sell
800
-204
-20% -$1.07K ﹤0.01% 4180
2026
Q1 		$5.06K Buy
1,004
+4
+0.4% +$20 ﹤0.01% 3834
2025
Q4 		$5.1K Buy
1,000
+200
+25% +$1K ﹤0.01% 3487
2025
Q3 		$4.05K Hold
800
– – ﹤0.01% 3437
2025
Q2 		$4.19K Hold
800
– – ﹤0.01% 3193
2025
Q1 		$4.04K Hold
800
– – ﹤0.01% 3019
2024
Q4 		$4.26K Buy
+800
New +$4.09K ﹤0.01% 2801

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MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
PCMF
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Jones Financial Companies reduced its Global Self Storage (SELF) stake by 20% in Q2 2026, selling an estimated $1.07K and leaving 800 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

Jones Financial Companies first reported a position in SELF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.1K in Q4 2025. 52 funds tracked by Wall St. Rank hold SELF as of Q2 2026.

  • Jones Financial Companies held 800 shares of Global Self Storage worth $4.14K as of Q2 2026.
  • Jones Financial Companies sold 204 Global Self Storage shares in Q2 2026, an estimated $1.07K.
  • Global Self Storage made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4180 holding.
  • Jones Financial Companies first reported a position in Global Self Storage in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Global Self Storage position peaked at $5.1K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2026.

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