Jones Financial Companies

Jones Financial Companies’s Archer Aviation ACHR Stock Holding History

Jones Financial Companies’s Portfolio ACHR Stock Details ACHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$868K	Buy	170,452 +8,901	+6%	+$63.5K	﹤0.01%	1779
2025 Q4	$1.21M	Buy	161,551 +56,725	+54%	+$534K	﹤0.01%	1157
2025 Q3	$973K	Buy	104,826 +39,664	+61%	+$392K	﹤0.01%	1145
2025 Q2	$682K	Buy	65,162 +29,357	+82%	+$275K	﹤0.01%	1163
2025 Q1	$260K	Buy	35,805 +17,789	+99%	+$158K	﹤0.01%	1385
2024 Q4	$176K	Buy	18,016 +4,305	+31%	+$23.9K	﹤0.01%	1413
2024 Q3	$42.1K	Buy	13,711 +9,932	+263%	+$37.9K	﹤0.01%	1706
2024 Q2	$13.3K	Buy	3,779 +1,892	+100%	+$7.02K	﹤0.01%	1667
2024 Q1	$8.72K	Buy	+1,887	New	+$9.47K	﹤0.01%	1085

Other funds holding ACHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return