Jones Financial Companies
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Jones Financial Companies’s Amrize Ltd AMRZ Stock Holding History

Jones Financial Companies’s Portfolio AMRZ Stock Details AMRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658K Buy
11,777
+3,273
+38% +$177K ﹤0.01% 2091
2026
Q1 		$458K Buy
8,504
+6,345
+294% +$364K ﹤0.01% 2087
2025
Q4 		$117K Buy
2,159
+1,045
+94% +$53.3K ﹤0.01% 2157
2025
Q3 		$53.1K Buy
+1,114
New +$56.8K ﹤0.01% 2351

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jones Financial Companies increased its Amrize Ltd (AMRZ) stake by 38% in Q2 2026, buying an estimated $177K and bringing the position to 11,777 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Jones Financial Companies first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Jones Financial Companies held 11,777 shares of Amrize Ltd worth $658K as of Q2 2026.
  • Jones Financial Companies bought 3,273 Amrize Ltd shares in Q2 2026, an estimated $177K.
  • Amrize Ltd made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2091 holding.
  • Jones Financial Companies first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

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