Jones Financial Companies
CCC

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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's CCC Position: Q1 2026 in Review

Jones Financial Companies increased its CCC Intelligent Solutions (CCC) stake by 12,026% in Q1 2026, buying an estimated $1.04M and bringing the position to 160,666 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Jones Financial Companies first reported a position in CCC in Q2 2024 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Jones Financial Companies held 160,666 shares of CCC Intelligent Solutions worth $933K as of Q1 2026.
  • Jones Financial Companies bought 159,341 CCC Intelligent Solutions shares in Q1 2026, an estimated $1.04M.
  • CCC Intelligent Solutions made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1752 holding.
  • Jones Financial Companies first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 8 quarters since.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.