Jones Financial Companies
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Jones Financial Companies’s Central Pacific Financial CPF Stock Holding History

Jones Financial Companies’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.7K Buy
1,260
+659
+110% +$22.9K ﹤0.01% 3155
2026
Q1 		$19K Buy
601
+12
+2% +$387 ﹤0.01% 3315
2025
Q4 		$18.4K Hold
589
– – ﹤0.01% 2966
2025
Q3 		$18.1K Hold
589
– – ﹤0.01% 2848
2025
Q2 		$16.4K Buy
589
+12
+2% +$316 ﹤0.01% 2685
2025
Q1 		$15.5K Buy
+577
New +$16.3K ﹤0.01% 2522

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HAM
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

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

Jones Financial Companies increased its Central Pacific Financial (CPF) stake by 110% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,260 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

Jones Financial Companies first reported a position in CPF in Q1 2025 and has held it in 6 quarters since. 202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • Jones Financial Companies held 1,260 shares of Central Pacific Financial worth $47.7K as of Q2 2026.
  • Jones Financial Companies bought 659 Central Pacific Financial shares in Q2 2026, an estimated $22.9K.
  • Central Pacific Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3155 holding.
  • Jones Financial Companies first reported a position in Central Pacific Financial in Q1 2025 and has held it in 6 quarters since.
  • 202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

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