Jones Financial Companies
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Jones Financial Companies’s Bloomin' Brands BLMN Stock Holding History

Jones Financial Companies’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04K Sell
227
-240
-51% -$1.75K ﹤0.01% 4421
2026
Q1 		$2.46K Sell
467
-307
-40% -$1.97K ﹤0.01% 4094
2025
Q4 		$4.78K Hold
774
– – ﹤0.01% 3527
2025
Q3 		$5.61K Buy
774
+298
+63% +$2.4K ﹤0.01% 3323
2025
Q2 		$4.12K Buy
476
+54
+13% +$434 ﹤0.01% 3202
2025
Q1 		$3.13K Sell
422
-282
-40% -$2.99K ﹤0.01% 3123
2024
Q4 		$8.6K Sell
704
-1,111
-61% -$15.9K ﹤0.01% 2581
2024
Q3 		$30.5K Buy
+1,815
New +$32.2K ﹤0.01% 1812
2022
Q3 		– Sell
-40
Closed -$1K – 553
2022
Q2 		$1K Buy
+40
New +$812 ﹤0.01% 617

Other funds holding BLMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

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

Jones Financial Companies reduced its Bloomin' Brands (BLMN) stake by 51% in Q2 2026, selling an estimated $1.75K and leaving 227 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4421.

Jones Financial Companies first reported a position in BLMN in Q2 2022 and has held it in 9 quarters since. The position peaked at $30.5K in Q3 2024. 237 funds tracked by Wall St. Rank hold BLMN as of Q2 2026.

  • Jones Financial Companies held 227 shares of Bloomin' Brands worth $2.04K as of Q2 2026.
  • Jones Financial Companies sold 240 Bloomin' Brands shares in Q2 2026, an estimated $1.75K.
  • Bloomin' Brands made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4421 holding.
  • Jones Financial Companies first reported a position in Bloomin' Brands in Q2 2022 and has held it in 9 quarters since.
  • Jones Financial Companies's Bloomin' Brands position peaked at $30.5K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2026.

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