Jones Financial Companies
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Jones Financial Companies’s Applied Industrial Technologies AIT Stock Holding History

Jones Financial Companies’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22M Buy
9,560
+2,472
+35% +$758K ﹤0.01% 1383
2026
Q1 		$1.85M Buy
7,088
+5,651
+393% +$1.54M ﹤0.01% 1460
2025
Q4 		$369K Buy
1,437
+27
+2% +$6.91K ﹤0.01% 1636
2025
Q3 		$369K Buy
1,410
+45
+3% +$11.8K ﹤0.01% 1523
2025
Q2 		$316K Sell
1,365
-109
-7% -$24.8K ﹤0.01% 1467
2025
Q1 		$332K Buy
1,474
+134
+10% +$33K ﹤0.01% 1292
2024
Q4 		$321K Buy
1,340
+882
+193% +$220K ﹤0.01% 1163
2024
Q3 		$102K Buy
458
+304
+197% +$62K ﹤0.01% 1396
2024
Q2 		$29.9K Buy
+154
New +$29.4K ﹤0.01% 1419

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Jones Financial Companies increased its Applied Industrial Technologies (AIT) stake by 35% in Q2 2026, buying an estimated $758K and bringing the position to 9,560 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Jones Financial Companies first reported a position in AIT in Q2 2024 and has held it in 9 quarters since. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Jones Financial Companies held 9,560 shares of Applied Industrial Technologies worth $3.22M as of Q2 2026.
  • Jones Financial Companies bought 2,472 Applied Industrial Technologies shares in Q2 2026, an estimated $758K.
  • Applied Industrial Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1383 holding.
  • Jones Financial Companies first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 9 quarters since.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

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