Jones Financial Companies’s Artisan Partners APAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$177K	Buy	4,982 +1,776	+55%	+$65.3K	﹤0.01%	2631
2026 Q1	$113K	Buy	3,206 +345	+12%	+$14.1K	﹤0.01%	2622
2025 Q4	$117K	Buy	2,861 +78	+3%	+$3.33K	﹤0.01%	2158
2025 Q3	$122K	Sell	2,783 -211	-7%	-$9.72K	﹤0.01%	1997
2025 Q2	$133K	Buy	2,994 +281	+10%	+$11.2K	﹤0.01%	1812
2025 Q1	$106K	Buy	2,713 +63	+2%	+$2.67K	﹤0.01%	1749
2024 Q4	$114K	Buy	2,650 +470	+22%	+$21.5K	﹤0.01%	1580
2024 Q3	$94.1K	Buy	+2,180	New	+$90K	﹤0.01%	1426
2022 Q3	–	Sell	-5	Closed	–	–	534
2022 Q2	$0	Buy	+5	New	+$182	﹤0.01%	717
2013 Q4	–	Sell	-291	Closed	-$15K	–	239
2013 Q3	$15K	Hold	291	–	–	﹤0.01%	458
2013 Q2	$15K	Buy	+291	New	+$13.1K	﹤0.01%	517

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Jones Financial Companies increased its Artisan Partners (APAM) stake by 55% in Q2 2026, buying an estimated $65.3K and bringing the position to 4,982 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Jones Financial Companies first reported a position in APAM in Q2 2013 and has held it in 11 quarters since. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Jones Financial Companies held 4,982 shares of Artisan Partners worth $177K as of Q2 2026.
Jones Financial Companies bought 1,776 Artisan Partners shares in Q2 2026, an estimated $65.3K.
Artisan Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2631 holding.
Jones Financial Companies first reported a position in Artisan Partners in Q2 2013 and has held it in 11 quarters since.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

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