Jones Financial Companies
BAH icon

Jones Financial Companies’s Booz Allen Hamilton BAH Stock Holding History

Jones Financial Companies’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Sell
26,101
-3,346
-11% -$255K ﹤0.01% 1662
2026
Q1 		$2.31M Buy
29,447
+26,435
+878% +$2.23M ﹤0.01% 1361
2025
Q4 		$254K Sell
3,012
-27
-0.9% -$2.42K ﹤0.01% 1801
2025
Q3 		$301K Buy
3,039
+436
+17% +$46.6K ﹤0.01% 1619
2025
Q2 		$268K Buy
2,603
+781
+43% +$87.5K ﹤0.01% 1537
2025
Q1 		$192K Buy
1,822
+410
+29% +$49.4K ﹤0.01% 1507
2024
Q4 		$182K Buy
1,412
+499
+55% +$77.5K ﹤0.01% 1395
2024
Q3 		$148K Buy
913
+591
+184% +$90.5K ﹤0.01% 1256
2024
Q2 		$49.6K Buy
322
+125
+63% +$18.7K ﹤0.01% 1256
2024
Q1 		$29.3K Buy
197
+158
+405% +$22.2K ﹤0.01% 826
2023
Q4 		$4.99K Buy
+39
New +$4.86K ﹤0.01% 764
2022
Q3 		– Sell
-14
Closed -$1K – 546
2022
Q2 		$1K Buy
+14
New +$1.2K ﹤0.01% 614
2021
Q2 		– Sell
-46
Closed -$4K – 638
2021
Q1 		$4K Sell
46
-24
-34% -$2.01K ﹤0.01% 639
2020
Q4 		$6K Buy
+70
New +$5.95K ﹤0.01% 476
2013
Q4 		– Sell
-247
Closed -$5K – 245
2013
Q3 		$5K Buy
+247
New +$4.83K ﹤0.01% 578

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jones Financial Companies reduced its Booz Allen Hamilton (BAH) stake by 11% in Q2 2026, selling an estimated $255K and leaving 26,101 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Jones Financial Companies first reported a position in BAH in Q3 2013 and has held it in 15 quarters since. The position peaked at $2.31M in Q1 2026. 561 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Jones Financial Companies held 26,101 shares of Booz Allen Hamilton worth $1.62M as of Q2 2026.
  • Jones Financial Companies sold 3,346 Booz Allen Hamilton shares in Q2 2026, an estimated $255K.
  • Booz Allen Hamilton made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1662 holding.
  • Jones Financial Companies first reported a position in Booz Allen Hamilton in Q3 2013 and has held it in 15 quarters since.
  • Jones Financial Companies's Booz Allen Hamilton position peaked at $2.31M in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

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