Jones Financial Companies
SEVN

Jones Financial Companies’s Seven Hills Realty Trust SEVN Stock Holding History

Jones Financial Companies’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58K Hold
175
– – ﹤0.01% 4496
2026
Q1 		$1.42K Hold
175
– – ﹤0.01% 4252
2025
Q4 		$1.56K Hold
175
– – ﹤0.01% 3899
2025
Q3 		$1.84K Hold
175
– – ﹤0.01% 3724
2025
Q2 		$2.1K Hold
175
– – ﹤0.01% 3456
2025
Q1 		$2.22K Buy
+175
New +$2.26K ﹤0.01% 3226

Other funds holding SEVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Jones Financial Companies held its Seven Hills Realty Trust (SEVN) position steady in Q2 2026 at 175 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

Jones Financial Companies first reported a position in SEVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.22K in Q1 2025. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • Jones Financial Companies held 175 shares of Seven Hills Realty Trust worth $1.58K as of Q2 2026.
  • Jones Financial Companies left its Seven Hills Realty Trust share count unchanged in Q2 2026.
  • Seven Hills Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4496 holding.
  • Jones Financial Companies first reported a position in Seven Hills Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's Seven Hills Realty Trust position peaked at $2.22K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

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