Jones Financial Companies’s Arm ARM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.1M	Buy	224,696 +153,811	+217%	+$40.9M	0.03%	308
2026 Q1	$10.2M	Buy	70,885 +7,552	+12%	+$916K	﹤0.01%	819
2025 Q4	$6.92M	Buy	63,333 +5,365	+9%	+$780K	﹤0.01%	546
2025 Q3	$8.09M	Buy	57,968 +10,083	+21%	+$1.47M	0.01%	454
2025 Q2	$7.92M	Buy	47,885 +8,402	+21%	+$1.04M	0.01%	401
2025 Q1	$4.26M	Buy	39,483 +11,131	+39%	+$1.55M	﹤0.01%	466
2024 Q4	$3.5M	Buy	28,352 +5,328	+23%	+$751K	﹤0.01%	429
2024 Q3	$3.35M	Buy	23,024 +10,120	+78%	+$1.44M	﹤0.01%	350
2024 Q2	$2.11M	Buy	12,904 +110	+0.9%	+$13.7K	﹤0.01%	308
2024 Q1	$1.6M	Buy	12,794 +12,719	+16,959%	+$1.35M	﹤0.01%	216
2023 Q4	$5.64K	Buy	+75	New	+$4.39K	﹤0.01%	747

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Jones Financial Companies increased its Arm (ARM) stake by 217% in Q2 2026, buying an estimated $40.9M and bringing the position to 224,696 shares worth $75.1M. The position accounts for 0.03% of the portfolio, ranked #308.

Jones Financial Companies first reported a position in ARM in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Jones Financial Companies held 224,696 shares of Arm worth $75.1M as of Q2 2026.
Jones Financial Companies bought 153,811 Arm shares in Q2 2026, an estimated $40.9M.
Arm made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #308 holding.
Jones Financial Companies first reported a position in Arm in Q4 2023 and has held it in 11 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

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