Jones Financial Companies
CCC icon

Jones Financial Companies’s CCC Intelligent Solutions CCC Stock Holding History

Jones Financial Companies’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.51K Sell
900
-159,766
-99% -$790K ﹤0.01% 4139
2026
Q1 		$933K Buy
160,666
+159,341
+12,026% +$1.04M ﹤0.01% 1752
2025
Q4 		$10.5K Sell
1,325
-661
-33% -$5.38K ﹤0.01% 3196
2025
Q3 		$18.4K Buy
1,986
+661
+50% +$6.39K ﹤0.01% 2839
2025
Q2 		$12.5K Buy
1,325
+425
+47% +$3.8K ﹤0.01% 2791
2025
Q1 		$8.03K Sell
900
-832
-48% -$8.64K ﹤0.01% 2801
2024
Q4 		$20.3K Buy
1,732
+302
+21% +$3.5K ﹤0.01% 2256
2024
Q3 		$15.9K Buy
1,430
+530
+59% +$5.72K ﹤0.01% 2040
2024
Q2 		$10K Buy
+900
New +$10.2K ﹤0.01% 1757

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

Jones Financial Companies reduced its CCC Intelligent Solutions (CCC) stake by 99% in Q2 2026, selling an estimated $790K and leaving 900 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4139.

Jones Financial Companies first reported a position in CCC in Q2 2024 and has held it in 9 quarters since. The position peaked at $933K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Jones Financial Companies held 900 shares of CCC Intelligent Solutions worth $4.51K as of Q2 2026.
  • Jones Financial Companies sold 159,766 CCC Intelligent Solutions shares in Q2 2026, an estimated $790K.
  • CCC Intelligent Solutions made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4139 holding.
  • Jones Financial Companies first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's CCC Intelligent Solutions position peaked at $933K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

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