Jones Financial Companies
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Jones Financial Companies’s Alignment Healthcare ALHC Stock Holding History

Jones Financial Companies’s Portfolio ALHC Stock Details ALHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
51,652
+17,839
+53% +$342K ﹤0.01% 1805
2026
Q1 		$562K Buy
+33,813
New +$679K ﹤0.01% 1987

Other funds holding ALHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jones Financial Companies increased its Alignment Healthcare (ALHC) stake by 53% in Q2 2026, buying an estimated $342K and bringing the position to 51,652 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Jones Financial Companies first reported a position in ALHC in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold ALHC as of Q2 2026.

  • Jones Financial Companies held 51,652 shares of Alignment Healthcare worth $1.2M as of Q2 2026.
  • Jones Financial Companies bought 17,839 Alignment Healthcare shares in Q2 2026, an estimated $342K.
  • Alignment Healthcare made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1805 holding.
  • Jones Financial Companies first reported a position in Alignment Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Alignment Healthcare as of Q2 2026.

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