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

Jones Financial Companies’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.1M Buy
75,229
+18,720
+33% +$1.55M ﹤0.01% 1107
2026
Q1 		$3.93M Buy
56,509
+17,526
+45% +$1.24M ﹤0.01% 1169
2025
Q4 		$2.35M Buy
38,983
+3,650
+10% +$207K ﹤0.01% 881
2025
Q3 		$1.93M Sell
35,333
-5,705
-14% -$304K ﹤0.01% 868
2025
Q2 		$1.99M Buy
41,038
+3,549
+9% +$171K ﹤0.01% 751
2025
Q1 		$1.83M Buy
37,489
+7,375
+24% +$367K ﹤0.01% 680
2024
Q4 		$1.47M Buy
30,114
+7,641
+34% +$415K ﹤0.01% 641
2024
Q3 		$1.39M Buy
22,473
+14,596
+185% +$806K ﹤0.01% 523
2024
Q2 		$450K Buy
7,877
+7,549
+2,302% +$439K ﹤0.01% 591
2024
Q1 		$18.9K Buy
328
+205
+167% +$12.3K ﹤0.01% 922
2023
Q4 		$8.4K Buy
+123
New +$7.42K ﹤0.01% 701
2023
Q2 		– Sell
-691
Closed -$43.8K – 537
2023
Q1 		$43.8K Buy
691
+673
+3,739% +$43.4K ﹤0.01% 364
2022
Q4 		$1K Buy
+18
New +$1.01K ﹤0.01% 636
2022
Q2 		– Sell
-336
Closed -$23K – 729
2022
Q1 		$23K Buy
336
+236
+236% +$14.3K ﹤0.01% 421
2021
Q4 		$5K Sell
100
-48
-32% -$2.4K ﹤0.01% 636
2021
Q3 		$7K Hold
148
– – ﹤0.01% 533
2021
Q2 		$10K Buy
148
+100
+208% +$6.61K ﹤0.01% 472
2021
Q1 		$3K Sell
48
-75
-61% -$4.83K ﹤0.01% 695
2020
Q4 		$7K Buy
+123
New +$6.17K ﹤0.01% 462
2013
Q4 		– Sell
-59
Closed -$3K – 254
2013
Q3 		$3K Sell
59
-1,429
-96% -$77.7K ﹤0.01% 619
2013
Q2 		$73K Buy
+1,488
New +$82.5K ﹤0.01% 281

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Jones Financial Companies increased its BHP (BHP) stake by 33% in Q2 2026, buying an estimated $1.55M and bringing the position to 75,229 shares worth $6.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Jones Financial Companies first reported a position in BHP in Q2 2013 and has held it in 21 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Jones Financial Companies held 75,229 shares of BHP worth $6.1M as of Q2 2026.
  • Jones Financial Companies bought 18,720 BHP shares in Q2 2026, an estimated $1.55M.
  • BHP made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1107 holding.
  • Jones Financial Companies first reported a position in BHP in Q2 2013 and has held it in 21 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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