Jones Financial Companies
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Jones Financial Companies’s Starwood Property Trust STWD Stock Holding History

Jones Financial Companies’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Sell
149,678
-91,954
-38% -$1.6M ﹤0.01% 1480
2026
Q1 		$4.12M Buy
241,632
+236,941
+5,051% +$4.25M ﹤0.01% 1147
2025
Q4 		$84.5K Buy
4,691
+583
+14% +$10.7K ﹤0.01% 2277
2025
Q3 		$82.3K Buy
4,108
+889
+28% +$17.9K ﹤0.01% 2155
2025
Q2 		$65.7K Buy
3,219
+982
+44% +$19.1K ﹤0.01% 2115
2025
Q1 		$44.4K Buy
2,237
+1,018
+84% +$20K ﹤0.01% 2111
2024
Q4 		$23.1K Buy
1,219
+88
+8% +$1.74K ﹤0.01% 2195
2024
Q3 		$23.5K Buy
1,131
+916
+426% +$18.3K ﹤0.01% 1898
2024
Q2 		$4.07K Buy
215
+107
+99% +$2.08K ﹤0.01% 1987
2024
Q1 		$2.2K Buy
+108
New +$2.19K ﹤0.01% 1253
2023
Q1 		– Sell
-508
Closed -$9K – 762
2022
Q4 		$9K Hold
508
– – ﹤0.01% 489
2022
Q3 		$9K Sell
508
-39
-7% -$883 ﹤0.01% 440
2022
Q2 		$11K Sell
547
-70
-11% -$1.61K ﹤0.01% 467
2022
Q1 		$15K Buy
617
+109
+21% +$2.63K ﹤0.01% 473
2021
Q4 		$12K Hold
508
– – ﹤0.01% 538
2021
Q3 		$12K Hold
508
– – ﹤0.01% 479
2021
Q2 		$13K Sell
508
-103
-17% -$2.62K ﹤0.01% 450
2021
Q1 		$15K Hold
611
– – ﹤0.01% 491
2020
Q4 		$12K Buy
+611
New +$10.4K ﹤0.01% 420

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Jones Financial Companies reduced its Starwood Property Trust (STWD) stake by 38% in Q2 2026, selling an estimated $1.6M and leaving 149,678 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Jones Financial Companies first reported a position in STWD in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.12M in Q1 2026. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Jones Financial Companies held 149,678 shares of Starwood Property Trust worth $2.52M as of Q2 2026.
  • Jones Financial Companies sold 91,954 Starwood Property Trust shares in Q2 2026, an estimated $1.6M.
  • Starwood Property Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1480 holding.
  • Jones Financial Companies first reported a position in Starwood Property Trust in Q4 2020 and has held it in 19 quarters since.
  • Jones Financial Companies's Starwood Property Trust position peaked at $4.12M in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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