Jones Financial Companies
CSGP icon

Jones Financial Companies’s CoStar Group CSGP Stock Holding History

Jones Financial Companies’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.26M Buy
132,372
+128,599
+3,408% +$6.69M ﹤0.01% 1053
2025
Q4 		$254K Buy
3,773
+734
+24% +$52K ﹤0.01% 1802
2025
Q3 		$255K Buy
3,039
+389
+15% +$34.4K ﹤0.01% 1691
2025
Q2 		$214K Buy
2,650
+974
+58% +$75.9K ﹤0.01% 1638
2025
Q1 		$133K Buy
1,676
+355
+27% +$27K ﹤0.01% 1656
2024
Q4 		$94.6K Buy
1,321
+451
+52% +$34.1K ﹤0.01% 1643
2024
Q3 		$65.3K Buy
870
+461
+113% +$35K ﹤0.01% 1544
2024
Q2 		$30.3K Buy
409
+153
+60% +$13K ﹤0.01% 1412
2024
Q1 		$24.7K Buy
256
+168
+191% +$14.5K ﹤0.01% 863
2023
Q4 		$7.69K Buy
88
+66
+300% +$5.34K ﹤0.01% 712
2023
Q3 		$1.69K Buy
+22
New +$1.82K ﹤0.01% 585
2022
Q1 		– Sell
-40
Closed -$3K – 713
2021
Q4 		$3K Buy
+40
New +$3.36K ﹤0.01% 691
2021
Q2 		– Sell
-20
Closed -$2K – 656
2021
Q1 		$2K Buy
+20
New +$1.73K ﹤0.01% 729

Other funds holding CSGP

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return