Jones Financial Companies
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Jones Financial Companies’s ATI ATI Stock Holding History

Jones Financial Companies’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.98M Buy
49,713
+34,094
+218% +$4.75M ﹤0.01% 951
2025
Q4 		$1.79M Buy
15,619
+1,579
+11% +$154K ﹤0.01% 1001
2025
Q3 		$1.16M Buy
14,040
+1,829
+15% +$148K ﹤0.01% 1076
2025
Q2 		$1.06M Buy
12,211
+954
+8% +$65.3K ﹤0.01% 991
2025
Q1 		$574K Buy
11,257
+686
+6% +$38.9K ﹤0.01% 1067
2024
Q4 		$582K Buy
10,571
+1,274
+14% +$75.1K ﹤0.01% 939
2024
Q3 		$616K Buy
9,297
+1,914
+26% +$119K ﹤0.01% 750
2024
Q2 		$409K Buy
7,383
+3,507
+90% +$196K ﹤0.01% 611
2024
Q1 		$198K Buy
3,876
+3,526
+1,007% +$159K ﹤0.01% 463
2023
Q4 		$15.9K Buy
+350
New +$14.5K ﹤0.01% 615

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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return