Jones Financial Companies
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Jones Financial Companies’s Clarus CLAR Stock Holding History

Jones Financial Companies’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267 Hold
100
– – ﹤0.01% 4571
2025
Q4 		$335 Hold
100
– – ﹤0.01% 4217
2025
Q3 		$363 Hold
100
– – ﹤0.01% 4079
2025
Q2 		$358 Hold
100
– – ﹤0.01% 3853
2025
Q1 		$383 Hold
100
– – ﹤0.01% 3544
2024
Q4 		$451 Buy
+100
New +$449 ﹤0.01% 3238

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VCM
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PL
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PCM
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Russell Investments Group
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return