Jones Financial Companies
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Jones Financial Companies’s AllianceBernstein AB Stock Holding History

Jones Financial Companies’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$490K Buy
13,730
+3,609
+36% +$142K ﹤0.01% 2054
2025
Q4 		$389K Buy
10,121
+1,537
+18% +$60.9K ﹤0.01% 1620
2025
Q3 		$326K Buy
8,584
+1,432
+20% +$57.3K ﹤0.01% 1583
2025
Q2 		$289K Buy
7,152
+3,651
+104% +$143K ﹤0.01% 1505
2025
Q1 		$134K Buy
3,501
+791
+29% +$29.8K ﹤0.01% 1653
2024
Q4 		$101K Buy
2,710
+1,597
+143% +$58.2K ﹤0.01% 1624
2024
Q3 		$39K Buy
1,113
+913
+457% +$31.2K ﹤0.01% 1730
2024
Q2 		$6.76K Sell
200
-1,700
-89% -$56.9K ﹤0.01% 1876
2024
Q1 		$66K Buy
+1,900
New +$63.1K ﹤0.01% 681
2013
Q4 		– Sell
-500
Closed -$10K – 220
2013
Q3 		$10K Hold
500
– – ﹤0.01% 514
2013
Q2 		$10K Buy
+500
New +$11.9K ﹤0.01% 586

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