Question 1

Does Jones Financial Companies own LVHI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Jones Financial Companies holds 2,053,081 shares of LVHI (Legg Mason ETF Investment), worth $83.4M.

Question 2

How many shares of LVHI does Jones Financial Companies own?

Accepted Answer

As of its Q2 2026 13F, Jones Financial Companies holds 2,053,081 shares of LVHI (Legg Mason ETF Investment).

Question 3

What is Jones Financial Companies' LVHI position worth?

Accepted Answer

As of its Q2 2026 13F, Jones Financial Companies' LVHI position is worth $83.4M.

Question 4

Is Jones Financial Companies buying or selling LVHI?

Accepted Answer

In Q2 2026, Jones Financial Companies increased its LVHI position by 457,329 shares (+28.7%).

Question 5

When did Jones Financial Companies first buy LVHI?

Accepted Answer

Jones Financial Companies first reported LVHI in its Q1 2024 13F and has listed it in 10 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.1M	+28.7%	$83.4M	0.0%	$40.24	37
2026-Q1	Increased	1.6M	+28.4%	$63.2M	0.0%	$39.59	37
2025-Q4	Increased	1.2M	+26.2%	$45.8M	0.0%	$35.81	36
2025-Q3	Increased	984,921	+24.7%	$34.2M	0.0%	$33.05	35
2025-Q2	Increased	790,018	+43.9%	$25.8M	0.0%	$30.67	39
2025-Q1	Increased	549,126	+106.3%	$17.9M	0.0%	$30.00	46
2024-Q4	Increased	266,232	+88.1%	$8.1M	0.0%	$28.17	43
2024-Q3	Increased	141,556	+110.0%	$4.4M	0.0%	$28.00	43
2024-Q2	Increased	67,396	+2608.8%	$2M	0.0%	$26.47	42
2024-Q1	New	2,488	-	$74,090	0.0%	$26.20	29

LVHI10 quarters

LVHI
10 quarters