Jones Financial Companies
SMA

Jones Financial Companies’s SmartStop Self Storage REIT SMA Stock Holding History

Jones Financial Companies’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$172K Buy
5,135
+76
+2% +$2.41K ﹤0.01% 2642
2026
Q1 		$152K Hold
5,059
– – ﹤0.01% 2499
2025
Q4 		$157K Buy
5,059
+5,026
+15,230% +$170K ﹤0.01% 2024
2025
Q3 		$1.22K Hold
33
– – ﹤0.01% 3848
2025
Q2 		$1.19K Buy
+33
New +$1.16K ﹤0.01% 3615

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Jones Financial Companies increased its SmartStop Self Storage REIT (SMA) stake by 1.5% in Q2 2026, buying an estimated $2.41K and bringing the position to 5,135 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Jones Financial Companies first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Jones Financial Companies held 5,135 shares of SmartStop Self Storage REIT worth $172K as of Q2 2026.
  • Jones Financial Companies bought 76 SmartStop Self Storage REIT shares in Q2 2026, an estimated $2.41K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2642 holding.
  • Jones Financial Companies first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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