Jones Financial Companies
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Jones Financial Companies’s Charles River Laboratories CRL Stock Holding History

Jones Financial Companies’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.2M Buy
172,385
+58,337
+51% +$10.4M 0.01% 490
2026
Q1 		$18.2M Buy
114,048
+113,220
+13,674% +$21M 0.01% 626
2025
Q4 		$165K Buy
828
+27
+3% +$4.9K ﹤0.01% 1996
2025
Q3 		$119K Sell
801
-77
-9% -$12.2K ﹤0.01% 2010
2025
Q2 		$132K Sell
878
-18
-2% -$2.4K ﹤0.01% 1825
2025
Q1 		$139K Buy
896
+255
+40% +$42.8K ﹤0.01% 1632
2024
Q4 		$118K Buy
641
+90
+16% +$17.3K ﹤0.01% 1563
2024
Q3 		$109K Buy
551
+266
+93% +$55.3K ﹤0.01% 1362
2024
Q2 		$58.9K Buy
285
+279
+4,650% +$63.2K ﹤0.01% 1191
2024
Q1 		$1.63K Sell
6
-16
-73% -$3.82K ﹤0.01% 1274
2023
Q4 		$5.2K Sell
22
-9
-29% -$1.77K ﹤0.01% 757
2023
Q3 		$6.08K Buy
31
+6
+24% +$1.23K ﹤0.01% 507
2023
Q2 		$5.26K Hold
25
– – ﹤0.01% 490
2023
Q1 		$5.05K Hold
25
– – ﹤0.01% 519
2022
Q4 		$5K Hold
25
– – ﹤0.01% 536
2022
Q3 		$5K Hold
25
– – ﹤0.01% 473
2022
Q2 		$5K Hold
25
– – ﹤0.01% 541
2022
Q1 		$7K Hold
25
– – ﹤0.01% 543
2021
Q4 		$9K Sell
25
-50
-67% -$19.4K ﹤0.01% 559
2021
Q3 		$31K Buy
75
+50
+200% +$20.8K ﹤0.01% 380
2021
Q2 		$9K Hold
25
– – ﹤0.01% 478
2021
Q1 		$7K Buy
+25
New +$6.95K ﹤0.01% 571

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Jones Financial Companies increased its Charles River Laboratories (CRL) stake by 51% in Q2 2026, buying an estimated $10.4M and bringing the position to 172,385 shares worth $37.2M. The position accounts for 0.01% of the portfolio, ranked #490.

Jones Financial Companies first reported a position in CRL in Q1 2021 and has held it in 22 quarters since. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Jones Financial Companies held 172,385 shares of Charles River Laboratories worth $37.2M as of Q2 2026.
  • Jones Financial Companies bought 58,337 Charles River Laboratories shares in Q2 2026, an estimated $10.4M.
  • Charles River Laboratories made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #490 holding.
  • Jones Financial Companies first reported a position in Charles River Laboratories in Q1 2021 and has held it in 22 quarters since.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

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