Jones Financial Companies
APLD icon

Jones Financial Companies’s Applied Digital APLD Stock Holding History

Jones Financial Companies’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.12M Buy
156,214
+22,554
+17% +$870K ﹤0.01% 1106
2026
Q1 		$3.18M Buy
133,660
+44,678
+50% +$1.4M ﹤0.01% 1248
2025
Q4 		$2.18M Buy
88,982
+16,591
+23% +$478K ﹤0.01% 908
2025
Q3 		$1.57M Buy
72,391
+37,588
+108% +$557K ﹤0.01% 949
2025
Q2 		$361K Buy
34,803
+13,098
+60% +$96.6K ﹤0.01% 1409
2025
Q1 		$124K Buy
21,705
+16,611
+326% +$130K ﹤0.01% 1683
2024
Q4 		$38.9K Buy
+5,094
New +$42.3K ﹤0.01% 1976

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

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

Jones Financial Companies increased its Applied Digital (APLD) stake by 17% in Q2 2026, buying an estimated $870K and bringing the position to 156,214 shares worth $6.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Jones Financial Companies first reported a position in APLD in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Jones Financial Companies held 156,214 shares of Applied Digital worth $6.12M as of Q2 2026.
  • Jones Financial Companies bought 22,554 Applied Digital shares in Q2 2026, an estimated $870K.
  • Applied Digital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1106 holding.
  • Jones Financial Companies first reported a position in Applied Digital in Q4 2024 and has held it in 7 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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