Jones Financial Companies’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.1M | Buy |
115,456
+9,750
| +9% | +$2.01M | 0.01% | 599 |
|
|
2026
Q1 | $19.3M | Buy |
105,706
+26,801
| +34% | +$5.11M | 0.01% | 603 |
|
|
2025
Q4 | $14.6M | Buy |
78,905
+2,583
| +3% | +$469K | 0.01% | 380 |
|
|
2025
Q3 | $14.2M | Buy |
76,322
+5,399
| +8% | +$932K | 0.01% | 348 |
|
|
2025
Q2 | $11.4M | Buy |
70,923
+7,112
| +11% | +$1.12M | 0.01% | 340 |
|
|
2025
Q1 | $10.6M | Buy |
63,811
+6,751
| +12% | +$1.18M | 0.01% | 307 |
|
|
2024
Q4 | $9.83M | Buy |
57,060
+44,491
| +354% | +$7.81M | 0.01% | 266 |
|
|
2024
Q3 | $2.11M | Buy |
12,569
+7,506
| +148% | +$1.19M | ﹤0.01% | 448 |
|
|
2024
Q2 | $769K | Buy |
5,063
+4,445
| +719% | +$655K | ﹤0.01% | 466 |
|
|
2024
Q1 | $96.6K | Buy |
618
+482
| +354% | +$70.7K | ﹤0.01% | 601 |
|
|
2023
Q4 | $19.4K | Buy |
136
+112
| +467% | +$13.5K | ﹤0.01% | 595 |
|
|
2023
Q3 | $2.59K | Hold |
24
| – | – | ﹤0.01% | 554 |
|
|
2023
Q2 | $2.77K | Sell |
24
-205
| -90% | -$22.3K | ﹤0.01% | 505 |
|
|
2023
Q1 | $25.6K | Sell |
229
-101
| -31% | -$12.1K | ﹤0.01% | 400 |
|
|
2022
Q4 | $39K | Buy |
330
+86
| +35% | +$9.56K | ﹤0.01% | 365 |
|
|
2022
Q3 | $22K | Sell |
244
-100
| -29% | -$10.2K | ﹤0.01% | 373 |
|
|
2022
Q2 | $33K | Sell |
344
-56
| -14% | -$6.42K | ﹤0.01% | 361 |
|
|
2022
Q1 | $53K | Sell |
400
-262
| -40% | -$37.3K | ﹤0.01% | 342 |
|
|
2021
Q4 | $106K | Buy |
662
+62
| +10% | +$9.46K | ﹤0.01% | 304 |
|
|
2021
Q3 | $78K | Sell |
600
-280
| -32% | -$36.4K | ﹤0.01% | 287 |
|
|
2021
Q2 | $115K | Buy |
+880
| New | +$109K | ﹤0.01% | 252 |
|
|
2020
Q1 | – | Sell |
-1,680
| Closed | -$250K | – | 209 |
|
|
2019
Q4 | $250K | Sell |
1,680
-193
| -10% | -$28.9K | ﹤0.01% | 196 |
|
|
2019
Q3 | $291K | Sell |
1,873
-278
| -13% | -$43.2K | ﹤0.01% | 192 |
|
|
2019
Q2 | $343K | Buy |
2,151
+140
| +7% | +$24.1K | ﹤0.01% | 183 |
|
|
2019
Q1 | $367K | Buy |
2,011
+160
| +9% | +$28.4K | ﹤0.01% | 177 |
|
|
2018
Q4 | $311K | Sell |
1,851
-166
| -8% | -$29.7K | ﹤0.01% | 184 |
|
|
2018
Q3 | $356K | Sell |
2,017
-191
| -9% | -$33.8K | ﹤0.01% | 187 |
|
|
2018
Q2 | $376K | Buy |
2,208
+17
| +0.8% | +$2.71K | ﹤0.01% | 177 |
|
|
2018
Q1 | $338K | Sell |
2,191
-1,015
| -32% | -$161K | ﹤0.01% | 185 |
|
|
2017
Q4 | $551K | Sell |
3,206
-601
| -16% | -$97.6K | ﹤0.01% | 174 |
|
|
2017
Q3 | $613K | Sell |
3,807
-92
| -2% | -$14.7K | ﹤0.01% | 162 |
|
|
2017
Q2 | $631K | Buy |
3,899
+119
| +3% | +$19.4K | ﹤0.01% | 161 |
|
|
2017
Q1 | $650K | Sell |
3,780
-1,321
| -26% | -$236K | ﹤0.01% | 163 |
|
|
2016
Q4 | $906K | Sell |
5,101
-1,648
| -24% | -$306K | ﹤0.01% | 150 |
|
|
2016
Q3 | $1.4M | Buy |
6,749
+517
| +8% | +$112K | 0.01% | 136 |
|
|
2016
Q2 | $1.35M | Buy |
6,232
+1,710
| +38% | +$349K | 0.01% | 137 |
|
|
2016
Q1 | $939K | Sell |
4,522
-3,783
| -46% | -$727K | 0.01% | 149 |
|
|
2015
Q4 | $1.61M | Buy |
8,305
+58
| +0.7% | +$11.2K | 0.01% | 132 |
|
|
2015
Q3 | $1.51M | Buy |
8,247
+265
| +3% | +$48.6K | 0.01% | 133 |
|
|
2015
Q2 | $1.38M | Sell |
7,982
-428
| -5% | -$78.7K | 0.01% | 137 |
|
|
2015
Q1 | $1.65M | Hold |
8,410
| – | – | 0.01% | 130 |
|
|
2014
Q4 | $1.53M | Sell |
8,410
-188
| -2% | -$33.4K | 0.01% | 139 |
|
|
2014
Q3 | $1.41M | Sell |
8,598
-545
| -6% | -$91.8K | 0.01% | 141 |
|
|
2014
Q2 | $1.52M | Sell |
9,143
-486
| -5% | -$79.3K | 0.01% | 131 |
|
|
2014
Q1 | $1.49M | Buy |
9,629
+6,112
| +174% | +$910K | 0.01% | 135 |
|
|
2013
Q4 | $503K | Sell |
3,517
-49
| -1% | -$7.06K | ﹤0.01% | 185 |
|
|
2013
Q3 | $497K | Buy |
3,566
+593
| +20% | +$86.1K | ﹤0.01% | 181 |
|
|
2013
Q2 | $442K | Buy |
+2,973
| New | +$477K | ﹤0.01% | 180 |
|
Other funds holding SPG
Jones Financial Companies's SPG Position: Q2 2026 in Review
Jones Financial Companies increased its Simon Property Group (SPG) stake by 9.2% in Q2 2026, buying an estimated $2.01M and bringing the position to 115,456 shares worth $26.1M. The position accounts for 0.01% of the portfolio, ranked #599.
Jones Financial Companies first reported a position in SPG in Q2 2013 and has held it in 48 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Jones Financial Companies held 115,456 shares of Simon Property Group worth $26.1M as of Q2 2026.
- Jones Financial Companies bought 9,750 Simon Property Group shares in Q2 2026, an estimated $2.01M.
- Simon Property Group made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #599 holding.
- Jones Financial Companies first reported a position in Simon Property Group in Q2 2013 and has held it in 48 quarters since.
- 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.