Jones Financial Companies’s Advantage Solutions ADV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.17K	Buy	+140	New	+$4.96K	﹤0.01%	4007

Other funds holding ADV

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

CMHI

CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Advantage Solutions (ADV) in Q2 2026: 140 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #4007 among its holdings.

87 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

Jones Financial Companies held 140 shares of Advantage Solutions worth $6.17K as of Q2 2026.
Advantage Solutions was a new Jones Financial Companies position in Q2 2026.
Advantage Solutions made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4007 holding.
87 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

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