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Twin Peaks Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$24.6K Buy
+81
New +$26.2K 0.01% 642
2025
Q3 		– Sell
-66
Closed -$18.7K – 1177
2025
Q2 		$18.7K Buy
+66
New +$15.1K 0.01% 626

Other funds holding JLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Twin Peaks Wealth Advisors's JLL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Jones Lang LaSalle (JLL) in Q1 2026: 81 shares worth $24.6K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in JLL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in JLL in Q2 2025 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 81 shares of Jones Lang LaSalle worth $24.6K as of Q1 2026.
  • Jones Lang LaSalle was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Jones Lang LaSalle made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #642 holding.
  • Twin Peaks Wealth Advisors first reported a position in Jones Lang LaSalle in Q2 2025 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.