Jones Financial Companies
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Jones Financial Companies’s Applied Optoelectronics AAOI Stock Holding History

Jones Financial Companies’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$988K Buy
7,280
+5,894
+425% +$958K ﹤0.01% 1901
2026
Q1 		$136K Buy
1,386
+1,169
+539% +$74.6K ﹤0.01% 2545
2025
Q4 		$7.57K Sell
217
-1
-0.5% -$30 ﹤0.01% 3344
2025
Q3 		$5.62K Buy
218
+165
+311% +$4.22K ﹤0.01% 3322
2025
Q2 		$1.39K Sell
53
-2
-4% -$32 ﹤0.01% 3579
2025
Q1 		$901 Buy
55
+15
+38% +$377 ﹤0.01% 3425
2024
Q4 		$1.47K Sell
40
-2
-5% -$54 ﹤0.01% 3074
2024
Q3 		$577 Buy
+42
New +$435 ﹤0.01% 2882

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies's AAOI Position: Q2 2026 in Review

Jones Financial Companies increased its Applied Optoelectronics (AAOI) stake by 425% in Q2 2026, buying an estimated $958K and bringing the position to 7,280 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Jones Financial Companies first reported a position in AAOI in Q3 2024 and has held it in 8 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Jones Financial Companies held 7,280 shares of Applied Optoelectronics worth $988K as of Q2 2026.
  • Jones Financial Companies bought 5,894 Applied Optoelectronics shares in Q2 2026, an estimated $958K.
  • Applied Optoelectronics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1901 holding.
  • Jones Financial Companies first reported a position in Applied Optoelectronics in Q3 2024 and has held it in 8 quarters since.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.