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MGB Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

MGB Wealth Management’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$446K Hold
1,325
– – 0.13% 137
2025
Q3 		$395K Hold
1,325
– – 0.11% 154
2025
Q2 		$339K Buy
1,325
+75
+6% +$17.2K 0.11% 161
2025
Q1 		$310K Buy
1,250
+175
+16% +$46K 0.11% 167
2024
Q4 		$272K Buy
+1,075
New +$286K 0.08% 167

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MGB Wealth Management's JLL Position: Q4 2025 in Review

MGB Wealth Management held its Jones Lang LaSalle (JLL) position steady in Q4 2025 at 1,325 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #137.

MGB Wealth Management first reported a position in JLL in Q4 2024 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold JLL as of Q4 2025.

  • MGB Wealth Management held 1,325 shares of Jones Lang LaSalle worth $446K as of Q4 2025.
  • MGB Wealth Management left its Jones Lang LaSalle share count unchanged in Q4 2025.
  • Jones Lang LaSalle made up 0.13% of MGB Wealth Management's portfolio in Q4 2025, its #137 holding.
  • MGB Wealth Management first reported a position in Jones Lang LaSalle in Q4 2024 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.