Jones Financial Companies
BSY icon

Jones Financial Companies’s Bentley Systems BSY Stock Holding History

Jones Financial Companies’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9M Buy
795,556
+143,414
+22% +$4.66M 0.01% 622
2026
Q1 		$22.7M Buy
652,142
+651,968
+374,694% +$24M 0.01% 553
2025
Q4 		$6.64K Sell
174
-10
-5% -$456 ﹤0.01% 3395
2025
Q3 		$9.63K Sell
184
-648
-78% -$35.5K ﹤0.01% 3095
2025
Q2 		$43.8K Buy
832
+402
+93% +$18.6K ﹤0.01% 2274
2025
Q1 		$17.1K Sell
430
-11
-2% -$491 ﹤0.01% 2496
2024
Q4 		$20.6K Buy
441
+422
+2,221% +$20.6K ﹤0.01% 2246
2024
Q3 		$966 Buy
19
+10
+111% +$492 ﹤0.01% 2812
2024
Q2 		$444 Buy
+9
New +$467 ﹤0.01% 2353
2024
Q1 		– Sell
-58
Closed -$3.03K – 1374
2023
Q4 		$3.03K Buy
58
+18
+45% +$925 ﹤0.01% 846
2023
Q3 		$2.01K Buy
+40
New +$2.01K ﹤0.01% 571

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jones Financial Companies increased its Bentley Systems (BSY) stake by 22% in Q2 2026, buying an estimated $4.66M and bringing the position to 795,556 shares worth $23.9M. The position accounts for 0.01% of the portfolio, ranked #622.

Jones Financial Companies first reported a position in BSY in Q3 2023 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Jones Financial Companies held 795,556 shares of Bentley Systems worth $23.9M as of Q2 2026.
  • Jones Financial Companies bought 143,414 Bentley Systems shares in Q2 2026, an estimated $4.66M.
  • Bentley Systems made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #622 holding.
  • Jones Financial Companies first reported a position in Bentley Systems in Q3 2023 and has held it in 11 quarters since.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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