Jones Financial Companies
TMHC

Jones Financial Companies’s Taylor Morrison TMHC Stock Holding History

Jones Financial Companies’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.8K Buy
433
+373
+622% +$23.3K ﹤0.01% 3209
2025
Q4 		$3.53K Buy
60
+5
+9% +$306 ﹤0.01% 3642
2025
Q3 		$3.64K Buy
55
+7
+15% +$461 ﹤0.01% 3489
2025
Q2 		$2.94K Hold
48
– – ﹤0.01% 3333
2025
Q1 		$2.88K Buy
48
+17
+55% +$1.06K ﹤0.01% 3148
2024
Q4 		$1.9K Buy
+31
New +$2.12K ﹤0.01% 3013

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jones Financial Companies's TMHC Position: Q1 2026 in Review

Jones Financial Companies increased its Taylor Morrison (TMHC) stake by 622% in Q1 2026, buying an estimated $23.3K and bringing the position to 433 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

Jones Financial Companies first reported a position in TMHC in Q4 2024 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Jones Financial Companies held 433 shares of Taylor Morrison worth $24.8K as of Q1 2026.
  • Jones Financial Companies bought 373 Taylor Morrison shares in Q1 2026, an estimated $23.3K.
  • Taylor Morrison made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3209 holding.
  • Jones Financial Companies first reported a position in Taylor Morrison in Q4 2024 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.