Jones Financial Companies
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Jones Financial Companies’s Apogee Enterprises APOG Stock Holding History

Jones Financial Companies’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.62K Buy
135
+41
+44% +$1.53K ﹤0.01% 3963
2026
Q1 		$3.06K Buy
94
+10
+12% +$370 ﹤0.01% 4022
2025
Q4 		$3.06K Buy
84
+22
+35% +$832 ﹤0.01% 3690
2025
Q3 		$2.81K Hold
62
– – ﹤0.01% 3578
2025
Q2 		$2.6K Buy
62
+12
+24% +$495 ﹤0.01% 3375
2025
Q1 		$2.33K Hold
50
– – ﹤0.01% 3210
2024
Q4 		$3.57K Buy
+50
New +$3.93K ﹤0.01% 2855

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Jones Financial Companies increased its Apogee Enterprises (APOG) stake by 44% in Q2 2026, buying an estimated $1.53K and bringing the position to 135 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

Jones Financial Companies first reported a position in APOG in Q4 2024 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Jones Financial Companies held 135 shares of Apogee Enterprises worth $6.62K as of Q2 2026.
  • Jones Financial Companies bought 41 Apogee Enterprises shares in Q2 2026, an estimated $1.53K.
  • Apogee Enterprises made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3963 holding.
  • Jones Financial Companies first reported a position in Apogee Enterprises in Q4 2024 and has held it in 7 quarters since.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

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