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Perryman Financial Advisory’s Jones Lang LaSalle JLL Stock Holding History

Perryman Financial Advisory’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
2026
Q2 		$1.35M Sell
4,350
-300
-6% -$93.2K 0.18% 87
2026
Q1 		$1.42M Sell
4,650
-2,565
-36% -$828K 0.21% 80
2025
Q4 		$2.43M Buy
+7,215
New +$2.26M 0.36% 60

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

Perryman Financial Advisory's JLL Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Jones Lang LaSalle (JLL) stake by 6.5% in Q2 2026, selling an estimated $93.2K and leaving 4,350 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #87.

Perryman Financial Advisory first reported a position in JLL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2025. 665 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Perryman Financial Advisory held 4,350 shares of Jones Lang LaSalle worth $1.35M as of Q2 2026.
  • Perryman Financial Advisory sold 300 Jones Lang LaSalle shares in Q2 2026, an estimated $93.2K.
  • Jones Lang LaSalle made up 0.18% of Perryman Financial Advisory's portfolio in Q2 2026, its #87 holding.
  • Perryman Financial Advisory first reported a position in Jones Lang LaSalle in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Jones Lang LaSalle position peaked at $2.43M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.