Jones Financial Companies
UE icon

Jones Financial Companies’s Urban Edge Properties UE Stock Holding History

Jones Financial Companies’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.2K Buy
3,169
+1,788
+129% +$39.4K ﹤0.01% 2969
2026
Q1 		$27.6K Buy
1,381
+1,341
+3,353% +$27K ﹤0.01% 3167
2025
Q4 		$768 Sell
40
-50
-56% -$970 ﹤0.01% 4078
2025
Q3 		$1.81K Sell
90
-82
-48% -$1.63K ﹤0.01% 3732
2025
Q2 		$3.25K Buy
172
+168
+4,200% +$3.07K ﹤0.01% 3297
2025
Q1 		$76 Sell
4
-1
-20% -$20 ﹤0.01% 3637
2024
Q4 		$108 Buy
+5
New +$111 ﹤0.01% 3346

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Jones Financial Companies increased its Urban Edge Properties (UE) stake by 129% in Q2 2026, buying an estimated $39.4K and bringing the position to 3,169 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Jones Financial Companies first reported a position in UE in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Jones Financial Companies held 3,169 shares of Urban Edge Properties worth $74.2K as of Q2 2026.
  • Jones Financial Companies bought 1,788 Urban Edge Properties shares in Q2 2026, an estimated $39.4K.
  • Urban Edge Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2969 holding.
  • Jones Financial Companies first reported a position in Urban Edge Properties in Q4 2024 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

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