JONES FINANCIAL COMPANIES LLLP
Position in GHI — Greystone Housing Impact Investors LP
CIK 815917
DES PERES, MO
Position in GHI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,197
+$6,017 QoQ
Shares Held
3,902
+265.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GHI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $4,261,702 across 7 Mortgage Finance names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
255,196 | $4,019,337 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,946 | $106,446 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
954 | $83,093 | |
| 4 | UWMC |
UWM Holdings Corp
|
16,516 | $37,821 | |
| 5 | LDI |
loanDepot, Inc.
|
6,604 | $8,255 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
130 | $3,575 | |
| 7 | VEL |
Velocity Financial, Inc.
|
172 | $3,175 |
All Filings in GHI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,197 | 3,902 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $13,180 | 1,069 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,316 | 226 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,883 | 847 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,451 | 98 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||