Jones Financial Companies
BILL icon

Jones Financial Companies’s BILL Holdings BILL Stock Holding History

Jones Financial Companies’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.11K Buy
138
+9
+7% +$403 ﹤0.01% 3828
2025
Q4 		$7.04K Buy
129
+3
+2% +$154 ﹤0.01% 3372
2025
Q3 		$6.83K Buy
126
+87
+223% +$4.04K ﹤0.01% 3235
2025
Q2 		$1.78K Sell
39
-12
-24% -$530 ﹤0.01% 3494
2025
Q1 		$2.36K Sell
51
-134
-72% -$9.01K ﹤0.01% 3207
2024
Q4 		$15.7K Buy
185
+14
+8% +$1.04K ﹤0.01% 2346
2024
Q3 		$9.09K Sell
171
-129
-43% -$6.64K ﹤0.01% 2241
2024
Q2 		$15.8K Buy
+300
New +$17K ﹤0.01% 1616
2024
Q1 		– Sell
-2
Closed -$163 – 1370
2023
Q4 		$163 Buy
+2
New +$164 ﹤0.01% 1006

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return