Jones Financial Companies
CIK

Jones Financial Companies’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Jones Financial Companies’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-373
Closed -$918 – 5004
2026
Q1 		$918 Buy
+373
New +$1.02K ﹤0.01% 4366

Other funds holding CIK

LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Jones Financial Companies sold out of Credit Suisse Asset Management Income Fund (CIK) in Q2 2026, closing a stake of 373 shares — an estimated $918 sold.

Jones Financial Companies first reported a position in CIK in Q1 2026 and held it in 1 quarter. The position peaked at $918 in Q1 2026. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Jones Financial Companies reported no remaining Credit Suisse Asset Management Income Fund position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 373 Credit Suisse Asset Management Income Fund shares in Q2 2026, an estimated $918.
  • Jones Financial Companies first reported a position in Credit Suisse Asset Management Income Fund in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's Credit Suisse Asset Management Income Fund position peaked at $918 in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

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