Jones Financial Companies
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Jones Financial Companies’s Affiliated Managers Group AMG Stock Holding History

Jones Financial Companies’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.1K Buy
294
+51
+21% +$15.4K ﹤0.01% 2766
2025
Q4 		$70.1K Sell
243
-3
-1% -$775 ﹤0.01% 2379
2025
Q3 		$58.8K Buy
246
+84
+52% +$18.5K ﹤0.01% 2303
2025
Q2 		$32K Buy
162
+3
+2% +$520 ﹤0.01% 2403
2025
Q1 		$26.6K Buy
159
+19
+14% +$3.31K ﹤0.01% 2319
2024
Q4 		$25.9K Buy
140
+62
+79% +$11.6K ﹤0.01% 2142
2024
Q3 		$13.8K Buy
78
+7
+10% +$1.19K ﹤0.01% 2089
2024
Q2 		$11.1K Hold
71
– – ﹤0.01% 1730
2024
Q1 		$11.9K Buy
+71
New +$11K ﹤0.01% 1022
2013
Q4 		– Sell
-313
Closed -$57K – 234
2013
Q3 		$57K Buy
313
+171
+120% +$30.4K ﹤0.01% 280
2013
Q2 		$23K Buy
+142
New +$22.5K ﹤0.01% 436

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return