Sowell Financial Services’s Jones Lang LaSalle JLL Stock Holding History

Sowell Financial Services’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	$516K	Buy	1,666 +136	+9%	+$42.3K	0.02%	635
2026 Q1	$466K	Sell	1,530 -5	-0.3%	-$1.61K	0.02%	658
2025 Q4	$516K	Sell	1,535 -21	-1%	-$6.58K	0.02%	633
2025 Q3	$464K	Buy	1,556 +3	+0.2%	+$857	0.02%	649
2025 Q2	$397K	Sell	1,553 -137	-8%	-$31.4K	0.02%	679
2025 Q1	$419K	Buy	+1,690	New	+$445K	0.02%	637
2021 Q2	–	Sell	-4,414	Closed	-$853K	–	1670
2021 Q1	$853K	Buy	4,414 +9	+0.2%	+$1.47K	0.03%	462
2020 Q4	$654K	Buy	4,405 +491	+13%	+$63K	0.03%	446
2020 Q3	$374K	Sell	3,914 -49	-1%	-$4.93K	0.02%	540
2020 Q2	$410K	Sell	3,963 -431	-10%	-$44.4K	0.02%	506
2020 Q1	$444K	Buy	4,394 +2,119	+93%	+$318K	0.03%	422
2019 Q4	$396K	Buy	2,275 +730	+47%	+$115K	0.03%	515
2019 Q3	$215K	Buy	+1,545	New	+$214K	0.02%	618
2019 Q1	$223K	Buy	+1,446	New	+$217K	0.02%	507

Other funds holding JLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's JLL Position: Q2 2026 in Review

Sowell Financial Services increased its Jones Lang LaSalle (JLL) stake by 8.9% in Q2 2026, buying an estimated $42.3K and bringing the position to 1,666 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #635.

Sowell Financial Services first reported a position in JLL in Q1 2019 and has held it in 14 quarters since. The position peaked at $853K in Q1 2021. 665 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Sowell Financial Services held 1,666 shares of Jones Lang LaSalle worth $516K as of Q2 2026.
Sowell Financial Services bought 136 Jones Lang LaSalle shares in Q2 2026, an estimated $42.3K.
Jones Lang LaSalle made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #635 holding.
Sowell Financial Services first reported a position in Jones Lang LaSalle in Q1 2019 and has held it in 14 quarters since.
Sowell Financial Services's Jones Lang LaSalle position peaked at $853K in Q1 2021.
665 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.