Jones Financial Companies
APPN icon

Jones Financial Companies’s Appian APPN Stock Holding History

Jones Financial Companies’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30K Sell
1,294
-18
-1% -$489 ﹤0.01% 3137
2025
Q4 		$46.5K Sell
1,312
-341
-21% -$12.1K ﹤0.01% 2562
2025
Q3 		$51.2K Buy
1,653
+886
+116% +$26.6K ﹤0.01% 2370
2025
Q2 		$22.2K Buy
767
+491
+178% +$14.7K ﹤0.01% 2545
2025
Q1 		$8.1K Sell
276
-179
-39% -$5.86K ﹤0.01% 2796
2024
Q4 		$15K Buy
455
+341
+299% +$12.2K ﹤0.01% 2362
2024
Q3 		$3.98K Sell
114
-228
-67% -$7.38K ﹤0.01% 2509
2024
Q2 		$10.6K Buy
342
+272
+389% +$8.92K ﹤0.01% 1746
2024
Q1 		$2.8K Buy
+70
New +$2.43K ﹤0.01% 1234

Other funds holding APPN

VPM
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RFM
RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return