Jones Financial Companies
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Jones Financial Companies’s Curtiss-Wright CW Stock Holding History

Jones Financial Companies’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1M Sell
32,213
-2,656
-8% -$1.95M 0.01% 617
2026
Q1 		$23.1M Buy
34,869
+33,143
+1,920% +$22M 0.01% 543
2025
Q4 		$951K Buy
1,726
+481
+39% +$268K ﹤0.01% 1249
2025
Q3 		$655K Buy
1,245
+15
+1% +$7.39K ﹤0.01% 1284
2025
Q2 		$600K Buy
1,230
+984
+400% +$388K ﹤0.01% 1204
2025
Q1 		$78.1K Sell
246
-133
-35% -$44.9K ﹤0.01% 1878
2024
Q4 		$135K Buy
+379
New +$136K ﹤0.01% 1515
2024
Q3 		– Sell
-2
Closed -$542 – 3039
2024
Q2 		$542 Buy
+2
New +$535 ﹤0.01% 2333

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Jones Financial Companies reduced its Curtiss-Wright (CW) stake by 7.6% in Q2 2026, selling an estimated $1.95M and leaving 32,213 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #617.

Jones Financial Companies first reported a position in CW in Q2 2024 and has held it in 8 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Jones Financial Companies held 32,213 shares of Curtiss-Wright worth $24.1M as of Q2 2026.
  • Jones Financial Companies sold 2,656 Curtiss-Wright shares in Q2 2026, an estimated $1.95M.
  • Curtiss-Wright made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #617 holding.
  • Jones Financial Companies first reported a position in Curtiss-Wright in Q2 2024 and has held it in 8 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

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