Jones Financial Companies
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Jones Financial Companies’s Aspen Aerogels ASPN Stock Holding History

Jones Financial Companies’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.45K Sell
1,500
-120
-7% -$589 ﹤0.01% 3862
2026
Q1 		$5.35K Sell
1,620
-125
-7% -$421 ﹤0.01% 3814
2025
Q4 		$4.94K Sell
1,745
-800
-31% -$4.13K ﹤0.01% 3510
2025
Q3 		$18.1K Buy
2,545
+650
+34% +$4.58K ﹤0.01% 2849
2025
Q2 		$11.1K Buy
1,895
+150
+9% +$863 ﹤0.01% 2832
2025
Q1 		$11.5K Buy
1,745
+1,700
+3,778% +$16.4K ﹤0.01% 2651
2024
Q4 		$535 Buy
+45
New +$767 ﹤0.01% 3222

Other funds holding ASPN

KL
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BlackRock
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OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jones Financial Companies reduced its Aspen Aerogels (ASPN) stake by 7.4% in Q2 2026, selling an estimated $589 and leaving 1,500 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3862.

Jones Financial Companies first reported a position in ASPN in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.1K in Q3 2025. 179 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Jones Financial Companies held 1,500 shares of Aspen Aerogels worth $8.45K as of Q2 2026.
  • Jones Financial Companies sold 120 Aspen Aerogels shares in Q2 2026, an estimated $589.
  • Aspen Aerogels made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3862 holding.
  • Jones Financial Companies first reported a position in Aspen Aerogels in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Aspen Aerogels position peaked at $18.1K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

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