Jones Financial Companies
CWAN

Jones Financial Companies’s Clearwater Analytics CWAN Stock Holding History

Jones Financial Companies’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-507
Closed -$11.9K – 5017
2026
Q1 		$11.9K Buy
507
+188
+59% +$4.45K ﹤0.01% 3516
2025
Q4 		$7.69K Buy
319
+213
+201% +$4.27K ﹤0.01% 3335
2025
Q3 		$1.92K Sell
106
-590
-85% -$12K ﹤0.01% 3705
2025
Q2 		$15.3K Sell
696
-4
-0.6% -$92 ﹤0.01% 2711
2025
Q1 		$18.6K Buy
700
+97
+16% +$2.72K ﹤0.01% 2468
2024
Q4 		$16.6K Buy
+603
New +$17.1K ﹤0.01% 2329

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Jones Financial Companies sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 507 shares — an estimated $11.9K sold.

Jones Financial Companies first reported a position in CWAN in Q4 2024 and held it in 6 quarters. The position peaked at $18.6K in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Jones Financial Companies reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 507 Clearwater Analytics shares in Q2 2026, an estimated $11.9K.
  • Jones Financial Companies first reported a position in Clearwater Analytics in Q4 2024 and held it in 6 quarters.
  • Jones Financial Companies's Clearwater Analytics position peaked at $18.6K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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